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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 | $122,426 | $29,319+317.6% | $52,425+133.5% | $82,448+48.5% |
| Participation rate | 39.5% | 46.9%-7.3pp | 55.6%-16.1pp | 68.1%-28.5pp |
| Annual return | 23.08% | 535.20%-512.1pp | 302.12%-279.0pp | 41.64%-18.6pp |
| Employer contribution / active EE | $1,004 | $586+71.2% | $914+9.8% | $2,551-60.6% |
| Participant deferral / active EE | $3,213 | $1,171+174.3% | $1,790+79.5% | $4,139-22.4% |
| Admin fee / account holder | $586 | $1,962-70.2% | $2,495-76.5% | $7,234-91.9% |