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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 | $71,424 | $42,546+67.9% | $71,796-0.5% | $55,167+29.5% |
| Participation rate | 24.3% | 59.1%-34.8pp | 69.1%-44.8pp | 69.0%-44.7pp |
| Annual return | 6.34% | 12.36%-6.0pp | 78.04%-71.7pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,297 | $2,064-37.2% | $2,794-53.6% | $3,054-57.5% |
| Admin fee / account holder | $1,754 | $650+170.0% | $4,815-63.6% | $504+248.1% |