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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 | $13,859 | $100,203-86.2% | $85,240-83.7% | $145,897-90.5% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 10.83% | 84.28%-73.5pp | 66.75%-55.9pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,563 | $3,242-51.8% | $2,735-42.9% | $4,663-66.5% |
| Participant deferral / active EE | $1,563 | $5,299-70.5% | $4,527-65.5% | $6,689-76.6% |
| Admin fee / account holder | $1,186 | $7,265-83.7% | $6,165-80.8% | $13,390-91.1% |