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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 | $12,005 | $90,489-86.7% | $76,051-84.2% | $145,978-91.8% |
| Participation rate | 53.3% | 74.5%-21.2pp | 69.1%-15.7pp | 80.3%-27.0pp |
| Annual return | 10.58% | 622.78%-612.2pp | 360.42%-349.8pp | 550.52%-539.9pp |
| Employer contribution / active EE | $1,586 | $3,319-52.2% | $2,690-41.0% | $4,662-66.0% |
| Participant deferral / active EE | $2,882 | $5,164-44.2% | $4,257-32.3% | $6,690-56.9% |
| Admin fee / account holder | $5,053 | $8,374-39.7% | $6,416-21.3% | $13,400-62.3% |