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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 | $7,834 | $27,924-71.9% | $58,544-86.6% | $75,181-89.6% |
| Participation rate | 24.0% | 38.8%-14.8pp | 50.9%-26.9pp | 67.2%-43.2pp |
| Annual return | 40.12% | 44.20%-4.1pp | 4249.56%-4209.4pp | 160.69%-120.6pp |
| Employer contribution / active EE | $296 | $669-55.7% | $1,053-71.9% | $2,671-88.9% |
| Participant deferral / active EE | $1,059 | $1,202-11.9% | $1,923-44.9% | $4,126-74.3% |
| Admin fee / account holder | $429 | $1,726-75.1% | $2,520-83.0% | $5,650-92.4% |