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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 | $64,747 | $29,319+120.8% | $52,425+23.5% | $82,448-21.5% |
| Participation rate | 16.0% | 46.9%-30.9pp | 55.6%-39.6pp | 68.1%-52.1pp |
| Annual return | 17.76% | 535.20%-517.4pp | 302.12%-284.4pp | 41.64%-23.9pp |
| Employer contribution / active EE | $672 | $586+14.6% | $914-26.5% | $2,551-73.7% |
| Participant deferral / active EE | $2,102 | $1,171+79.5% | $1,790+17.4% | $4,139-49.2% |
| Admin fee / account holder | $5,691 | $1,962+190.1% | $2,495+128.1% | $7,234-21.3% |