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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 | $157,939 | $29,319+438.7% | $52,425+201.3% | $82,448+91.6% |
| Participation rate | 26.1% | 46.9%-20.8pp | 55.6%-29.5pp | 68.1%-42.0pp |
| Annual return | 23.80% | 535.20%-511.4pp | 302.12%-278.3pp | 41.64%-17.8pp |
| Employer contribution / active EE | $910 | $586+55.1% | $914-0.5% | $2,551-64.3% |
| Participant deferral / active EE | $2,031 | $1,171+73.4% | $1,790+13.5% | $4,139-50.9% |
| Admin fee / account holder | $19,303 | $1,962+883.8% | $2,495+673.7% | $7,234+166.8% |