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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 | $75,267 | $28,624+163.0% | $53,647+40.3% | $82,637-8.9% |
| Participation rate | 25.0% | 47.3%-22.3pp | 56.3%-31.3pp | 68.1%-43.1pp |
| Annual return | 14.63% | 664.98%-650.4pp | 358.33%-343.7pp | 53.51%-38.9pp |
| Employer contribution / active EE | $452 | $637-29.0% | $962-53.0% | $2,552-82.3% |
| Participant deferral / active EE | $1,885 | $1,196+57.6% | $1,813+3.9% | $4,126-54.3% |
| Admin fee / account holder | $6,553 | $2,022+224.1% | $2,460+166.4% | $7,339-10.7% |