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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 | $143,375 | $29,319+389.0% | $52,425+173.5% | $82,448+73.9% |
| Participation rate | 37.8% | 46.9%-9.1pp | 55.6%-17.8pp | 68.1%-30.3pp |
| Annual return | 14.96% | 535.20%-520.2pp | 302.12%-287.2pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,173 | $586+100.1% | $914+28.3% | $2,551-54.0% |
| Participant deferral / active EE | $2,836 | $1,171+142.1% | $1,790+58.4% | $4,139-31.5% |
| Admin fee / account holder | $5,220 | $1,962+166.0% | $2,495+109.2% | $7,234-27.9% |