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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 | $29,314 | $125,184-76.6% | $105,607-72.2% | $145,884-79.9% |
| Participation rate | 53.3% | 77.6%-24.3pp | 75.3%-21.9pp | 80.3%-27.0pp |
| Annual return | 12.59% | 225.00%-212.4pp | 116.11%-103.5pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,313 | $3,720-64.7% | $3,167-58.5% | $4,662-71.8% |
| Participant deferral / active EE | $2,787 | $5,714-51.2% | $5,011-44.4% | $6,690-58.3% |
| Admin fee / account holder | $2,257 | $17,133-86.8% | $10,958-79.4% | $13,392-83.1% |