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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 | $71,642 | $29,319+144.4% | $52,425+36.7% | $82,448-13.1% |
| Participation rate | 55.9% | 46.9%+9.0pp | 55.6%+0.3pp | 68.1%-12.2pp |
| Annual return | 42.55% | 535.20%-492.6pp | 302.12%-259.6pp | 41.64%+0.9pp |
| Employer contribution / active EE | $2,371 | $586+304.3% | $914+159.4% | $2,551-7.0% |
| Participant deferral / active EE | $6,587 | $1,171+462.3% | $1,790+267.9% | $4,139+59.1% |
| Admin fee / account holder | $15,024 | $1,962+665.7% | $2,495+502.2% | $7,234+107.7% |