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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 | $134,697 | $29,319+359.4% | $52,425+156.9% | $82,448+63.4% |
| Participation rate | 15.8% | 46.9%-31.1pp | 55.6%-39.8pp | 68.1%-52.3pp |
| Annual return | 16.33% | 535.20%-518.9pp | 302.12%-285.8pp | 41.64%-25.3pp |
| Employer contribution / active EE | $446 | $586-24.0% | $914-51.2% | $2,551-82.5% |
| Participant deferral / active EE | $1,844 | $1,171+57.4% | $1,790+3.0% | $4,139-55.4% |
| Admin fee / account holder | $1,654 | $1,962-15.7% | $2,495-33.7% | $7,234-77.1% |