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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 | $13,004 | $100,203-87.0% | $85,240-84.7% | $145,897-91.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 11.04% | 84.28%-73.2pp | 66.75%-55.7pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,451 | $3,242-55.2% | $2,735-47.0% | $4,663-68.9% |
| Participant deferral / active EE | $1,672 | $5,299-68.4% | $4,527-63.1% | $6,689-75.0% |
| Admin fee / account holder | $2,325 | $7,265-68.0% | $6,165-62.3% | $13,390-82.6% |