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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 | $53,406 | $29,319+82.2% | $52,425+1.9% | $82,448-35.2% |
| Participation rate | 29.7% | 46.9%-17.1pp | 55.6%-25.9pp | 68.1%-38.3pp |
| Annual return | 14.70% | 535.20%-520.5pp | 302.12%-287.4pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,104 | $586+88.3% | $914+20.8% | $2,551-56.7% |
| Participant deferral / active EE | $2,772 | $1,171+136.6% | $1,790+54.8% | $4,139-33.0% |
| Admin fee / account holder | $9,852 | $1,962+402.1% | $2,495+294.9% | $7,234+36.2% |