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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 | $36,128 | $75,832-52.4% | $147,617-75.5% | $59,633-39.4% |
| Participation rate | 25.7% | 71.6%-45.8pp | 84.6%-58.9pp | 68.7%-43.0pp |
| Annual return | 3.78% | 0.37%+3.4pp | 61.98%-58.2pp | 2041.45%-2037.7pp |
| Employer contribution / active EE | $490 | $3,485-85.9% | $5,564-91.2% | $2,203-77.7% |
| Participant deferral / active EE | $1,015 | $3,131-67.6% | $4,895-79.3% | $3,192-68.2% |
| Admin fee / account holder | $3,804 | $5,986-36.4% | $11,612-67.2% | $4,297-11.5% |