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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 | $42,379 | $48,364-12.4% | $71,796-41.0% | $62,881-32.6% |
| Participation rate | 52.6% | 60.6%-8.0pp | 69.1%-16.5pp | 69.3%-16.7pp |
| Annual return | 6.60% | 13.16%-6.6pp | 78.04%-71.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,327 | $2,091+59.1% | $2,794+19.1% | $3,203+3.9% |
| Admin fee / account holder | $2,250 | $3,771-40.3% | $4,815-53.3% | $4,296-47.6% |