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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 | $13,625 | $88,778-84.7% | $81,844-83.4% | $145,884-90.7% |
| Participation rate | 56.3% | 75.1%-18.8pp | 72.4%-16.1pp | 80.3%-24.1pp |
| Annual return | 10.86% | 1033.03%-1022.2pp | 778.87%-768.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $778 | $3,087-74.8% | $2,916-73.3% | $4,662-83.3% |
| Participant deferral / active EE | $1,206 | $4,648-74.0% | $4,323-72.1% | $6,690-82.0% |
| Admin fee / account holder | $850 | $8,430-89.9% | $7,355-88.4% | $13,392-93.7% |