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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 | $71,238 | $84,458-15.7% | $102,184-30.3% | $64,340+10.7% |
| Participation rate | 64.2% | 74.2%-10.0pp | 82.6%-18.4pp | 55.2%+9.0pp |
| Annual return | 0.00% | 45.73%-45.7pp | 31.58%-31.6pp | 24.14%-24.1pp |
| Employer contribution / active EE | $0 | $2,412-100.0% | $3,594-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $5,184 | $6,208-16.5% | $8,309-37.6% | $2,980+73.9% |
| Admin fee / account holder | $4,571 | $2,926+56.2% | $11,609-60.6% | $3,703+23.4% |