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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 | $54,332 | $29,319+85.3% | $52,425+3.6% | $82,448-34.1% |
| Participation rate | 30.6% | 46.9%-16.3pp | 55.6%-25.0pp | 68.1%-37.5pp |
| Annual return | 17.96% | 535.20%-517.2pp | 302.12%-284.2pp | 41.64%-23.7pp |
| Employer contribution / active EE | $846 | $586+44.3% | $914-7.4% | $2,551-66.8% |
| Participant deferral / active EE | $3,402 | $1,171+190.4% | $1,790+90.0% | $4,139-17.8% |
| Admin fee / account holder | $5,548 | $1,962+182.8% | $2,495+122.4% | $7,234-23.3% |