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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 | $9,120 | $29,319-68.9% | $52,425-82.6% | $82,448-88.9% |
| Participation rate | 7.1% | 46.9%-39.7pp | 55.6%-48.5pp | 68.1%-60.9pp |
| Annual return | 31.77% | 535.20%-503.4pp | 302.12%-270.4pp | 41.64%-9.9pp |
| Employer contribution / active EE | $167 | $586-71.6% | $914-81.8% | $2,551-93.5% |
| Participant deferral / active EE | $256 | $1,171-78.1% | $1,790-85.7% | $4,139-93.8% |
| Admin fee / account holder | $1,788 | $1,962-8.9% | $2,495-28.3% | $7,234-75.3% |