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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 | $28,624+110.2% | $53,647+12.2% | $82,637-27.2% |
| Participation rate | 15.8% | 47.3%-31.5pp | 56.3%-40.5pp | 68.1%-52.3pp |
| Annual return | 20.28% | 664.98%-644.7pp | 358.33%-338.1pp | 53.51%-33.2pp |
| Employer contribution / active EE | $348 | $637-45.3% | $962-63.8% | $2,552-86.4% |
| Participant deferral / active EE | $1,476 | $1,196+23.4% | $1,813-18.6% | $4,126-64.2% |
| Admin fee / account holder | $1,291 | $2,022-36.1% | $2,460-47.5% | $7,339-82.4% |