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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 | $48,977 | $70,366-30.4% | $66,674-26.5% | $138,895-64.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 24.05% | 386.41%-362.4pp | 321.24%-297.2pp | 145.39%-121.3pp |
| Employer contribution / active EE | $769 | $2,765-72.2% | $2,620-70.6% | $4,194-81.7% |
| Participant deferral / active EE | $2,108 | $4,374-51.8% | $4,084-48.4% | $6,396-67.1% |
| Admin fee / account holder | $1,320 | $5,262-74.9% | $5,098-74.1% | $12,562-89.5% |