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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 | $50,307 | $70,121-28.3% | $63,803-21.2% | $138,895-63.8% |
| Participation rate | 58.3% | 77.2%-18.9pp | 72.7%-14.4pp | 79.9%-21.6pp |
| Annual return | 24.95% | 946.48%-921.5pp | 543.72%-518.8pp | 145.39%-120.4pp |
| Employer contribution / active EE | $1,644 | $2,882-43.0% | $2,532-35.1% | $4,194-60.8% |
| Participant deferral / active EE | $7,498 | $4,535+65.3% | $3,843+95.1% | $6,396+17.2% |
| Admin fee / account holder | $1,611 | $6,738-76.1% | $5,196-69.0% | $12,562-87.2% |