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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 | $128,269 | $29,319+337.5% | $52,425+144.7% | $82,448+55.6% |
| Participation rate | 18.6% | 46.9%-28.2pp | 55.6%-37.0pp | 68.1%-49.4pp |
| Annual return | 17.94% | 535.20%-517.3pp | 302.12%-284.2pp | 41.64%-23.7pp |
| Employer contribution / active EE | $444 | $586-24.3% | $914-51.5% | $2,551-82.6% |
| Participant deferral / active EE | $1,395 | $1,171+19.1% | $1,790-22.1% | $4,139-66.3% |
| Admin fee / account holder | $1,066 | $1,962-45.7% | $2,495-57.3% | $7,234-85.3% |