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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,107 | $29,319+163.0% | $52,425+47.1% | $82,448-6.5% |
| Participation rate | 40.0% | 46.9%-6.9pp | 55.6%-15.6pp | 68.1%-28.1pp |
| Annual return | 14.46% | 535.20%-520.7pp | 302.12%-287.7pp | 41.64%-27.2pp |
| Employer contribution / active EE | $692 | $586+18.0% | $914-24.3% | $2,551-72.9% |
| Participant deferral / active EE | $1,841 | $1,171+57.1% | $1,790+2.8% | $4,139-55.5% |
| Admin fee / account holder | $1,901 | $1,962-3.1% | $2,495-23.8% | $7,234-73.7% |