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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 | $107,509 | $29,319+266.7% | $52,425+105.1% | $82,448+30.4% |
| Participation rate | 36.4% | 46.9%-10.5pp | 55.6%-19.3pp | 68.1%-31.7pp |
| Annual return | 17.80% | 535.20%-517.4pp | 302.12%-284.3pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,445 | $586+146.4% | $914+58.1% | $2,551-43.4% |
| Participant deferral / active EE | $2,324 | $1,171+98.4% | $1,790+29.8% | $4,139-43.9% |
| Admin fee / account holder | $10,164 | $1,962+418.0% | $2,495+307.4% | $7,234+40.5% |