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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 | $50,121 | $29,554+69.6% | $56,054-10.6% | $77,692-35.5% |
| Participation rate | 5.8% | 32.6%-26.8pp | 52.5%-46.7pp | 70.6%-64.8pp |
| Annual return | 11.58% | 18.89%-7.3pp | 1705.95%-1694.4pp | 31.25%-19.7pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $303 | $1,061-71.4% | $1,952-84.5% | $4,648-93.5% |
| Admin fee / account holder | $1,475 | $1,046+41.0% | $2,822-47.8% | $431+242.5% |