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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 | $92,381 | $29,319+215.1% | $52,425+76.2% | $82,448+12.0% |
| Participation rate | 54.2% | 46.9%+7.3pp | 55.6%-1.5pp | 68.1%-13.9pp |
| Annual return | 15.59% | 535.20%-519.6pp | 302.12%-286.5pp | 41.64%-26.0pp |
| Employer contribution / active EE | $530 | $586-9.6% | $914-42.0% | $2,551-79.2% |
| Participant deferral / active EE | $2,916 | $1,171+149.0% | $1,790+62.9% | $4,139-29.5% |
| Admin fee / account holder | $5,848 | $1,962+198.1% | $2,495+134.4% | $7,234-19.2% |