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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 | $69,415 | $48,364+43.5% | $71,796-3.3% | $62,881+10.4% |
| Participation rate | 45.5% | 60.6%-15.2pp | 69.1%-23.7pp | 69.3%-23.9pp |
| Annual return | 5.71% | 13.16%-7.4pp | 78.04%-72.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,476 | $2,091-29.4% | $2,794-47.2% | $3,203-53.9% |
| Admin fee / account holder | $3,879 | $3,771+2.9% | $4,815-19.4% | $4,296-9.7% |