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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 | $183,703 | $29,319+526.6% | $52,425+250.4% | $82,448+122.8% |
| Participation rate | 62.1% | 46.9%+15.2pp | 55.6%+6.4pp | 68.1%-6.0pp |
| Annual return | 18.37% | 535.20%-516.8pp | 302.12%-283.8pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,773 | $586+202.4% | $914+94.0% | $2,551-30.5% |
| Participant deferral / active EE | $3,626 | $1,171+209.6% | $1,790+102.5% | $4,139-12.4% |
| Admin fee / account holder | $27,557 | $1,962+1304.4% | $2,495+1004.5% | $7,234+280.9% |