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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 | $208,979 | $28,624+630.1% | $53,647+289.5% | $82,637+152.9% |
| Participation rate | 27.6% | 47.3%-19.7pp | 56.3%-28.7pp | 68.1%-40.5pp |
| Annual return | 15.58% | 664.98%-649.4pp | 358.33%-342.8pp | 53.51%-37.9pp |
| Employer contribution / active EE | $920 | $637+44.4% | $962-4.4% | $2,552-64.0% |
| Participant deferral / active EE | $2,247 | $1,196+87.9% | $1,813+23.9% | $4,126-45.5% |
| Admin fee / account holder | $1,923 | $2,022-4.9% | $2,460-21.8% | $7,339-73.8% |