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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 | $59,249 | $27,243+117.5% | $52,425+13.0% | $79,634-25.6% |
| Participation rate | 24.2% | 22.4%+1.8pp | 55.6%-31.4pp | 62.5%-38.3pp |
| Annual return | 23.84% | 63.36%-39.5pp | 302.12%-278.3pp | 36.46%-12.6pp |
| Employer contribution / active EE | $1,186 | $319+271.7% | $914+29.8% | $2,529-53.1% |
| Participant deferral / active EE | $2,431 | $636+282.5% | $1,790+35.8% | $3,835-36.6% |
| Admin fee / account holder | $3,833 | $2,105+82.1% | $2,495+53.7% | $1,002+282.6% |