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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 | $44,636 | $72,071-38.1% | $68,368-34.7% | $137,256-67.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 620.20% | 353.14%+267.1pp | 292.57%+327.6pp | 220.34%+399.9pp |
| Employer contribution / active EE | $2,933 | $2,788+5.2% | $2,649+10.7% | $4,156-29.4% |
| Participant deferral / active EE | $3,584 | $4,410-18.7% | $4,123-13.1% | $6,407-44.1% |
| Admin fee / account holder | $48,724 | $5,336+813.2% | $5,150+846.1% | $12,270+297.1% |