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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 | $155,451 | $29,319+430.2% | $52,425+196.5% | $82,448+88.5% |
| Participation rate | 21.1% | 46.9%-25.8pp | 55.6%-34.6pp | 68.1%-47.0pp |
| Annual return | 14.64% | 535.20%-520.6pp | 302.12%-287.5pp | 41.64%-27.0pp |
| Employer contribution / active EE | $521 | $586-11.1% | $914-43.0% | $2,551-79.6% |
| Participant deferral / active EE | $2,156 | $1,171+84.1% | $1,790+20.4% | $4,139-47.9% |
| Admin fee / account holder | $1,224 | $1,962-37.6% | $2,495-50.9% | $7,234-83.1% |