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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 | $94,513 | $28,624+230.2% | $53,647+76.2% | $82,637+14.4% |
| Participation rate | 27.8% | 47.3%-19.5pp | 56.3%-28.5pp | 68.1%-40.3pp |
| Annual return | 15.24% | 664.98%-649.7pp | 358.33%-343.1pp | 53.51%-38.3pp |
| Employer contribution / active EE | $591 | $637-7.2% | $962-38.6% | $2,552-76.9% |
| Participant deferral / active EE | $1,904 | $1,196+59.2% | $1,813+5.0% | $4,126-53.8% |
| Admin fee / account holder | $959 | $2,022-52.5% | $2,460-61.0% | $7,339-86.9% |