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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 | $65,443 | $43,496+50.5% | $161,489-59.5% | $64,340+1.7% |
| Participation rate | 31.5% | 53.5%-22.0pp | 78.7%-47.2pp | 55.2%-23.7pp |
| Annual return | 19.69% | 20.76%-1.1pp | 89.72%-70.0pp | 24.14%-4.5pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,505 | $1,996+75.6% | $5,630-37.7% | $2,980+17.6% |
| Admin fee / account holder | $2,064 | $2,330-11.4% | $16,006-87.1% | $3,703-44.3% |