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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 | $13,158 | $96,419-86.4% | $80,648-83.7% | $139,487-90.6% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 25.21% | 1352.86%-1327.6pp | 937.21%-912.0pp | 373.84%-348.6pp |
| Employer contribution / active EE | $1,288 | $3,261-60.5% | $2,724-52.7% | $4,755-72.9% |
| Participant deferral / active EE | $3,782 | $5,225-27.6% | $4,443-14.9% | $6,713-43.7% |
| Admin fee / account holder | $1,712 | $6,605-74.1% | $5,382-68.2% | $11,407-85.0% |