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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 | $54,730 | $29,319+86.7% | $52,425+4.4% | $82,448-33.6% |
| Participation rate | 19.6% | 46.9%-27.2pp | 55.6%-36.0pp | 68.1%-48.4pp |
| Annual return | 19.16% | 535.20%-516.0pp | 302.12%-283.0pp | 41.64%-22.5pp |
| Employer contribution / active EE | $438 | $586-25.3% | $914-52.1% | $2,551-82.8% |
| Participant deferral / active EE | $1,060 | $1,171-9.5% | $1,790-40.8% | $4,139-74.4% |
| Admin fee / account holder | $1,967 | $1,962+0.3% | $2,495-21.1% | $7,234-72.8% |