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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 | $43,151 | $55,446-22.2% | $155,574-72.3% | $74,429-42.0% |
| Participation rate | 64.1% | 61.9%+2.2pp | 78.2%-14.1pp | 67.2%-3.1pp |
| Annual return | 25.05% | 269.20%-244.1pp | 64.87%-39.8pp | 1368.38%-1343.3pp |
| Employer contribution / active EE | $1,986 | $2,266-12.4% | $4,676-57.5% | $2,625-24.3% |
| Participant deferral / active EE | $4,233 | $2,836+49.3% | $5,629-24.8% | $4,348-2.6% |
| Admin fee / account holder | $3,473 | $1,743+99.3% | $15,914-78.2% | $1,944+78.6% |