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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 | $65,181 | $48,364+34.8% | $71,796-9.2% | $62,881+3.7% |
| Participation rate | 45.3% | 60.6%-15.3pp | 69.1%-23.8pp | 69.3%-24.0pp |
| Annual return | 6.90% | 13.16%-6.3pp | 78.04%-71.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,626 | $2,091-22.2% | $2,794-41.8% | $3,203-49.2% |
| Admin fee / account holder | $425 | $3,771-88.7% | $4,815-91.2% | $4,296-90.1% |