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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 | $50,182 | $70,366-28.7% | $66,674-24.7% | $138,895-63.9% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 17.66% | 386.41%-368.7pp | 321.24%-303.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $2,397 | $2,765-13.3% | $2,620-8.5% | $4,194-42.8% |
| Participant deferral / active EE | $2,878 | $4,374-34.2% | $4,084-29.5% | $6,396-55.0% |
| Admin fee / account holder | $320 | $5,262-93.9% | $5,098-93.7% | $12,562-97.5% |