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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 | $53,063-82.5% | $124,206-92.5% | $82,637-88.8% |
| Participation rate | 23.3% | 58.4%-35.1pp | 69.6%-46.2pp | 68.1%-44.7pp |
| Annual return | 22.46% | 68.87%-46.4pp | 515.27%-492.8pp | 53.51%-31.0pp |
| Employer contribution / active EE | $362 | $1,530-76.3% | $3,540-89.8% | $2,552-85.8% |
| Participant deferral / active EE | $684 | $2,644-74.1% | $3,968-82.8% | $4,126-83.4% |
| Admin fee / account holder | $1,366 | $4,281-68.1% | $5,929-77.0% | $7,339-81.4% |