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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 | $68,654 | $29,319+134.2% | $52,425+31.0% | $82,448-16.7% |
| Participation rate | 32.1% | 46.9%-14.7pp | 55.6%-23.5pp | 68.1%-35.9pp |
| Annual return | 17.59% | 535.20%-517.6pp | 302.12%-284.5pp | 41.64%-24.0pp |
| Employer contribution / active EE | $807 | $586+37.6% | $914-11.7% | $2,551-68.4% |
| Participant deferral / active EE | $3,148 | $1,171+168.8% | $1,790+75.8% | $4,139-23.9% |
| Admin fee / account holder | $2,954 | $1,962+50.6% | $2,495+18.4% | $7,234-59.2% |