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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 | $47,313 | $67,823-30.2% | $52,425-9.8% | $137,256-65.5% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 18.83% | 219.11%-200.3pp | 302.12%-283.3pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,808 | $1,163+141.5% | $914+207.2% | $4,156-32.4% |
| Participant deferral / active EE | $4,680 | $2,288+104.6% | $1,790+161.4% | $6,407-27.0% |
| Admin fee / account holder | $600 | $2,844-78.9% | $2,495-76.0% | $12,270-95.1% |