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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 | $13,037 | $110,093-88.2% | $97,295-86.6% | $145,897-91.1% |
| Participation rate | 53.8% | 75.9%-22.1pp | 72.7%-18.8pp | 80.3%-26.5pp |
| Annual return | 10.30% | 244.76%-234.5pp | 75.62%-65.3pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,357 | $3,077-55.9% | $2,723-50.2% | $4,663-70.9% |
| Participant deferral / active EE | $1,875 | $4,678-59.9% | $4,264-56.0% | $6,689-72.0% |
| Admin fee / account holder | $4,734 | $6,212-23.8% | $5,646-16.2% | $13,390-64.6% |