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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 | $70,366-36.6% | $66,674-33.1% | $138,895-67.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 620.20% | 386.41%+233.8pp | 321.24%+299.0pp | 145.39%+474.8pp |
| Employer contribution / active EE | $2,933 | $2,765+6.1% | $2,620+11.9% | $4,194-30.1% |
| Participant deferral / active EE | $3,584 | $4,374-18.1% | $4,084-12.2% | $6,396-44.0% |
| Admin fee / account holder | $48,724 | $5,262+825.9% | $5,098+855.7% | $12,562+287.9% |