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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 | $7,956 | $110,629-92.8% | $80,784-90.2% | $167,553-95.3% |
| Participation rate | 39.1% | 64.0%-24.8pp | 54.2%-15.0pp | 82.1%-43.0pp |
| Annual return | 13.12% | 120.58%-107.5pp | 87.31%-74.2pp | 478.89%-465.8pp |
| Employer contribution / active EE | $513 | $1,543-66.8% | $1,160-55.8% | $4,840-89.4% |
| Participant deferral / active EE | $862 | $2,871-70.0% | $2,145-59.8% | $6,343-86.4% |
| Admin fee / account holder | $390 | $4,547-91.4% | $3,380-88.5% | $12,316-96.8% |