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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 | $34,858 | $29,319+18.9% | $52,425-33.5% | $82,448-57.7% |
| Participation rate | 66.0% | 46.9%+19.1pp | 55.6%+10.4pp | 68.1%-2.1pp |
| Annual return | 17.86% | 535.20%-517.3pp | 302.12%-284.3pp | 41.64%-23.8pp |
| Employer contribution / active EE | $979 | $586+66.9% | $914+7.0% | $2,551-61.6% |
| Participant deferral / active EE | $2,235 | $1,171+90.8% | $1,790+24.8% | $4,139-46.0% |
| Admin fee / account holder | $5,154 | $1,962+162.7% | $2,495+106.6% | $7,234-28.8% |