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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 | $47,930 | $111,878-57.2% | $93,727-48.9% | $145,897-67.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 9.09% | 204.28%-195.2pp | 133.83%-124.7pp | 552.29%-543.2pp |
| Employer contribution / active EE | $1,846 | $3,092-40.3% | $2,421-23.8% | $4,663-60.4% |
| Participant deferral / active EE | $5,215 | $4,920+6.0% | $4,417+18.1% | $6,689-22.0% |
| Admin fee / account holder | $2,330 | $10,256-77.3% | $8,292-71.9% | $13,390-82.6% |