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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 | $64,454 | $48,364+33.3% | $71,796-10.2% | $62,881+2.5% |
| Participation rate | 44.6% | 60.6%-16.0pp | 69.1%-24.5pp | 69.3%-24.7pp |
| Annual return | 5.23% | 13.16%-7.9pp | 78.04%-72.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $466 | $1,042-55.3% | $1,924-75.8% | $2,281-79.6% |
| Participant deferral / active EE | $2,028 | $2,091-3.0% | $2,794-27.4% | $3,203-36.7% |
| Admin fee / account holder | $1,226 | $3,771-67.5% | $4,815-74.5% | $4,296-71.5% |