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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 | $28,624+139.8% | $53,647+28.0% | $82,637-16.9% |
| Participation rate | 32.1% | 47.3%-15.1pp | 56.3%-24.1pp | 68.1%-35.9pp |
| Annual return | 17.59% | 664.98%-647.4pp | 358.33%-340.7pp | 53.51%-35.9pp |
| Employer contribution / active EE | $807 | $637+26.7% | $962-16.1% | $2,552-68.4% |
| Participant deferral / active EE | $3,148 | $1,196+163.2% | $1,813+73.6% | $4,126-23.7% |
| Admin fee / account holder | $2,954 | $2,022+46.1% | $2,460+20.1% | $7,339-59.7% |