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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 | $20,326 | $99,921-79.7% | $85,009-76.1% | $145,959-86.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 14.94% | 83.89%-68.9pp | 66.47%-51.5pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,273 | $3,233-60.6% | $2,728-53.4% | $4,661-72.7% |
| Participant deferral / active EE | $3,800 | $5,293-28.2% | $4,522-16.0% | $6,689-43.2% |
| Admin fee / account holder | $325 | $7,252-95.5% | $6,153-94.7% | $13,398-97.6% |