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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 | $28,624+157.7% | $53,647+37.5% | $82,637-10.7% |
| Participation rate | 17.6% | 47.3%-29.6pp | 56.3%-38.6pp | 68.1%-50.4pp |
| Annual return | 15.14% | 664.98%-649.8pp | 358.33%-343.2pp | 53.51%-38.4pp |
| Employer contribution / active EE | $848 | $637+33.2% | $962-11.9% | $2,552-66.8% |
| Participant deferral / active EE | $2,015 | $1,196+68.4% | $1,813+11.1% | $4,126-51.2% |
| Admin fee / account holder | $3,884 | $2,022+92.1% | $2,460+57.9% | $7,339-47.1% |