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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 | $50,939 | $29,319+73.7% | $52,425-2.8% | $82,448-38.2% |
| Participation rate | 50.0% | 46.9%+3.1pp | 55.6%-5.6pp | 68.1%-18.1pp |
| Annual return | 19.95% | 535.20%-515.2pp | 302.12%-282.2pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,048 | $586+78.6% | $914+14.6% | $2,551-58.9% |
| Participant deferral / active EE | $2,264 | $1,171+93.3% | $1,790+26.4% | $4,139-45.3% |
| Admin fee / account holder | $1,947 | $1,962-0.8% | $2,495-22.0% | $7,234-73.1% |