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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 | $50,430 | $67,823-25.6% | $52,425-3.8% | $137,256-63.3% |
| Participation rate | 63.2% | 63.9%-0.7pp | 55.6%+7.5pp | 80.0%-16.8pp |
| Annual return | 14.60% | 219.11%-204.5pp | 302.12%-287.5pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,794 | $1,163+54.2% | $914+96.2% | $4,156-56.8% |
| Participant deferral / active EE | $3,363 | $2,288+47.0% | $1,790+87.8% | $6,407-47.5% |
| Admin fee / account holder | $499 | $2,844-82.5% | $2,495-80.0% | $12,270-95.9% |