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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 | $9,282 | $52,353-82.3% | $120,225-92.3% | $82,448-88.7% |
| Participation rate | 23.3% | 58.3%-35.0pp | 69.6%-46.2pp | 68.1%-44.7pp |
| Annual return | 22.46% | 61.85%-39.4pp | 439.23%-416.8pp | 41.64%-19.2pp |
| Employer contribution / active EE | $362 | $1,510-76.0% | $3,475-89.6% | $2,551-85.8% |
| Participant deferral / active EE | $684 | $2,627-74.0% | $3,999-82.9% | $4,139-83.5% |
| Admin fee / account holder | $1,366 | $4,363-68.7% | $5,696-76.0% | $7,234-81.1% |