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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 | $13,189 | $109,904-88.0% | $97,167-86.4% | $145,959-91.0% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 10.03% | 243.43%-233.4pp | 75.27%-65.2pp | 561.95%-551.9pp |
| Employer contribution / active EE | $451 | $3,084-85.4% | $2,729-83.5% | $4,661-90.3% |
| Participant deferral / active EE | $4,025 | $4,676-13.9% | $4,264-5.6% | $6,689-39.8% |
| Admin fee / account holder | $531 | $6,216-91.5% | $5,650-90.6% | $13,398-96.0% |