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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 | $60,180 | $29,319+105.3% | $52,425+14.8% | $82,448-27.0% |
| Participation rate | 15.8% | 46.9%-31.1pp | 55.6%-39.8pp | 68.1%-52.3pp |
| Annual return | 20.28% | 535.20%-514.9pp | 302.12%-281.8pp | 41.64%-21.4pp |
| Employer contribution / active EE | $348 | $586-40.6% | $914-61.9% | $2,551-86.4% |
| Participant deferral / active EE | $1,476 | $1,171+26.0% | $1,790-17.6% | $4,139-64.3% |
| Admin fee / account holder | $1,291 | $1,962-34.2% | $2,495-48.3% | $7,234-82.2% |