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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 | $55,498 | $29,319+89.3% | $52,425+5.9% | $82,448-32.7% |
| Participation rate | 41.9% | 46.9%-5.0pp | 55.6%-13.8pp | 68.1%-26.2pp |
| Annual return | 18.45% | 535.20%-516.8pp | 302.12%-283.7pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,317 | $586+124.5% | $914+44.0% | $2,551-48.4% |
| Participant deferral / active EE | $3,838 | $1,171+227.7% | $1,790+114.4% | $4,139-7.3% |
| Admin fee / account holder | $2,144 | $1,962+9.3% | $2,495-14.1% | $7,234-70.4% |