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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 | $42,951 | $29,319+46.5% | $52,425-18.1% | $82,448-47.9% |
| Participation rate | 51.9% | 46.9%+5.1pp | 55.6%-3.7pp | 68.1%-16.1pp |
| Annual return | 33.78% | 535.20%-501.4pp | 302.12%-268.3pp | 41.64%-7.9pp |
| Employer contribution / active EE | $1,045 | $586+78.1% | $914+14.3% | $2,551-59.0% |
| Participant deferral / active EE | $2,563 | $1,171+118.9% | $1,790+43.2% | $4,139-38.1% |
| Admin fee / account holder | $2,123 | $1,962+8.2% | $2,495-14.9% | $7,234-70.7% |