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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 | $67,836 | $28,624+137.0% | $53,647+26.4% | $82,637-17.9% |
| Participation rate | 16.7% | 47.3%-30.6pp | 56.3%-39.6pp | 68.1%-51.4pp |
| Annual return | 25.86% | 664.98%-639.1pp | 358.33%-332.5pp | 53.51%-27.6pp |
| Employer contribution / active EE | $465 | $637-26.9% | $962-51.6% | $2,552-81.8% |
| Participant deferral / active EE | $2,044 | $1,196+70.9% | $1,813+12.7% | $4,126-50.5% |
| Admin fee / account holder | $2,105 | $2,022+4.1% | $2,460-14.4% | $7,339-71.3% |