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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 | $205,952 | $29,319+602.4% | $52,425+292.9% | $82,448+149.8% |
| Participation rate | 23.3% | 46.9%-23.5pp | 55.6%-32.3pp | 68.1%-44.7pp |
| Annual return | 16.05% | 535.20%-519.1pp | 302.12%-286.1pp | 41.64%-25.6pp |
| Employer contribution / active EE | $545 | $586-7.1% | $914-40.4% | $2,551-78.6% |
| Participant deferral / active EE | $3,198 | $1,171+173.0% | $1,790+78.6% | $4,139-22.7% |
| Admin fee / account holder | $697 | $1,962-64.5% | $2,495-72.1% | $7,234-90.4% |