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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 | $47,645 | $75,832-37.2% | $147,617-67.7% | $59,633-20.1% |
| Participation rate | 13.9% | 71.6%-57.6pp | 84.6%-70.7pp | 68.7%-54.7pp |
| Annual return | 4.75% | 0.37%+4.4pp | 61.98%-57.2pp | 2041.45%-2036.7pp |
| Employer contribution / active EE | $651 | $3,485-81.3% | $5,564-88.3% | $2,203-70.4% |
| Participant deferral / active EE | $1,197 | $3,131-61.8% | $4,895-75.6% | $3,192-62.5% |
| Admin fee / account holder | $337 | $5,986-94.4% | $11,612-97.1% | $4,297-92.2% |