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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 | $73,021 | $28,624+155.1% | $53,647+36.1% | $82,637-11.6% |
| Participation rate | 20.0% | 47.3%-27.3pp | 56.3%-36.3pp | 68.1%-48.1pp |
| Annual return | 16.98% | 664.98%-648.0pp | 358.33%-341.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $510 | $637-19.9% | $962-47.0% | $2,552-80.0% |
| Participant deferral / active EE | $1,405 | $1,196+17.4% | $1,813-22.5% | $4,126-66.0% |
| Admin fee / account holder | $1,755 | $2,022-13.2% | $2,460-28.6% | $7,339-76.1% |