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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 | $71,596 | $48,364+48.0% | $71,796-0.3% | $62,881+13.9% |
| Participation rate | 56.4% | 60.6%-4.2pp | 69.1%-12.7pp | 69.3%-12.9pp |
| Annual return | 7.19% | 13.16%-6.0pp | 78.04%-70.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,481 | $2,091-29.2% | $2,794-47.0% | $3,203-53.8% |
| Admin fee / account holder | $841 | $3,771-77.7% | $4,815-82.5% | $4,296-80.4% |