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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 | $154,307 | $48,364+219.1% | $71,796+114.9% | $62,881+145.4% |
| Participation rate | 58.1% | 60.6%-2.6pp | 69.1%-11.0pp | 69.3%-11.2pp |
| Annual return | 5.86% | 13.16%-7.3pp | 78.04%-72.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,634 | $2,091-21.9% | $2,794-41.5% | $3,203-49.0% |
| Admin fee / account holder | $7,375 | $3,771+95.6% | $4,815+53.2% | $4,296+71.7% |