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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 | $125,365 | $29,319+327.6% | $52,425+139.1% | $82,448+52.1% |
| Participation rate | 20.0% | 46.9%-26.9pp | 55.6%-35.6pp | 68.1%-48.1pp |
| Annual return | 24.09% | 535.20%-511.1pp | 302.12%-278.0pp | 41.64%-17.5pp |
| Employer contribution / active EE | $413 | $586-29.6% | $914-54.8% | $2,551-83.8% |
| Participant deferral / active EE | $1,585 | $1,171+35.3% | $1,790-11.5% | $4,139-61.7% |
| Admin fee / account holder | $1,425 | $1,962-27.4% | $2,495-42.9% | $7,234-80.3% |