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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 | $80,177 | $29,319+173.5% | $52,425+52.9% | $82,448-2.8% |
| Participation rate | 20.7% | 46.9%-26.2pp | 55.6%-34.9pp | 68.1%-47.4pp |
| Annual return | 15.15% | 535.20%-520.0pp | 302.12%-287.0pp | 41.64%-26.5pp |
| Employer contribution / active EE | $417 | $586-28.9% | $914-54.4% | $2,551-83.7% |
| Participant deferral / active EE | $999 | $1,171-14.7% | $1,790-44.2% | $4,139-75.9% |
| Admin fee / account holder | $3,400 | $1,962+73.3% | $2,495+36.3% | $7,234-53.0% |