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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 | $73,756 | $29,319+151.6% | $52,425+40.7% | $82,448-10.5% |
| Participation rate | 17.6% | 46.9%-29.2pp | 55.6%-38.0pp | 68.1%-50.4pp |
| Annual return | 15.14% | 535.20%-520.1pp | 302.12%-287.0pp | 41.64%-26.5pp |
| Employer contribution / active EE | $848 | $586+44.6% | $914-7.3% | $2,551-66.8% |
| Participant deferral / active EE | $2,015 | $1,171+72.0% | $1,790+12.5% | $4,139-51.3% |
| Admin fee / account holder | $3,884 | $1,962+97.9% | $2,495+55.7% | $7,234-46.3% |