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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 | $60,503 | $29,319+106.4% | $52,425+15.4% | $82,448-26.6% |
| Participation rate | 15.5% | 46.9%-31.3pp | 55.6%-40.1pp | 68.1%-52.6pp |
| Annual return | 17.76% | 535.20%-517.4pp | 302.12%-284.4pp | 41.64%-23.9pp |
| Employer contribution / active EE | $374 | $586-36.3% | $914-59.1% | $2,551-85.4% |
| Participant deferral / active EE | $1,105 | $1,171-5.7% | $1,790-38.3% | $4,139-73.3% |
| Admin fee / account holder | $693 | $1,962-64.7% | $2,495-72.2% | $7,234-90.4% |