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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 | $173,640 | $29,319+492.2% | $52,425+231.2% | $82,448+110.6% |
| Participation rate | 10.0% | 46.9%-36.9pp | 55.6%-45.6pp | 68.1%-58.1pp |
| Annual return | 16.52% | 535.20%-518.7pp | 302.12%-285.6pp | 41.64%-25.1pp |
| Employer contribution / active EE | $934 | $586+59.2% | $914+2.1% | $2,551-63.4% |
| Participant deferral / active EE | $1,561 | $1,171+33.2% | $1,790-12.8% | $4,139-62.3% |
| Admin fee / account holder | $5,723 | $1,962+191.7% | $2,495+129.4% | $7,234-20.9% |