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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 | $89,324 | $28,624+212.1% | $53,647+66.5% | $82,637+8.1% |
| Participation rate | 47.1% | 47.3%-0.2pp | 56.3%-9.2pp | 68.1%-21.0pp |
| Annual return | 21.96% | 664.98%-643.0pp | 358.33%-336.4pp | 53.51%-31.5pp |
| Employer contribution / active EE | $1,122 | $637+76.2% | $962+16.6% | $2,552-56.0% |
| Participant deferral / active EE | $2,250 | $1,196+88.1% | $1,813+24.1% | $4,126-45.5% |
| Admin fee / account holder | $2,469 | $2,022+22.1% | $2,460+0.4% | $7,339-66.4% |