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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 | $69,232 | $48,364+43.1% | $71,796-3.6% | $62,881+10.1% |
| Participation rate | 48.8% | 60.6%-11.8pp | 69.1%-20.3pp | 69.3%-20.5pp |
| Annual return | 7.33% | 13.16%-5.8pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $217 | $1,042-79.2% | $1,924-88.7% | $2,281-90.5% |
| Participant deferral / active EE | $1,873 | $2,091-10.4% | $2,794-33.0% | $3,203-41.5% |
| Admin fee / account holder | $1,819 | $3,771-51.8% | $4,815-62.2% | $4,296-57.7% |