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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 | $50,757 | $53,063-4.3% | $124,206-59.1% | $82,637-38.6% |
| Participation rate | 50.9% | 58.4%-7.5pp | 69.6%-18.7pp | 68.1%-17.1pp |
| Annual return | 17.02% | 68.87%-51.9pp | 515.27%-498.3pp | 53.51%-36.5pp |
| Employer contribution / active EE | $950 | $1,530-37.9% | $3,540-73.2% | $2,552-62.8% |
| Participant deferral / active EE | $2,963 | $2,644+12.1% | $3,968-25.3% | $4,126-28.2% |
| Admin fee / account holder | $3,113 | $4,281-27.3% | $5,929-47.5% | $7,339-57.6% |