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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 | $28,624-68.1% | $53,647-83.0% | $82,637-89.0% |
| Participation rate | 7.1% | 47.3%-40.1pp | 56.3%-49.1pp | 68.1%-60.9pp |
| Annual return | 31.77% | 664.98%-633.2pp | 358.33%-326.6pp | 53.51%-21.7pp |
| Employer contribution / active EE | $167 | $637-73.8% | $962-82.7% | $2,552-93.5% |
| Participant deferral / active EE | $256 | $1,196-78.6% | $1,813-85.9% | $4,126-93.8% |
| Admin fee / account holder | $1,788 | $2,022-11.6% | $2,460-27.3% | $7,339-75.6% |