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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 | $42,436 | $65,575-35.3% | $86,209-50.8% | $75,181-43.6% |
| Participation rate | 4.5% | 60.5%-55.9pp | 69.0%-64.4pp | 67.2%-62.7pp |
| Annual return | 20.90% | 46.07%-25.2pp | 1169.05%-1148.2pp | 160.69%-139.8pp |
| Employer contribution / active EE | $2,019 | $1,553+30.0% | $2,381-15.2% | $2,671-24.4% |
| Participant deferral / active EE | $4,592 | $3,023+51.9% | $3,986+15.2% | $4,126+11.3% |
| Admin fee / account holder | $407 | $5,470-92.6% | $6,853-94.1% | $5,650-92.8% |