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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 | $64,603 | $48,364+33.6% | $71,796-10.0% | $62,881+2.7% |
| Participation rate | 38.7% | 60.6%-21.9pp | 69.1%-30.4pp | 69.3%-30.6pp |
| Annual return | 5.80% | 13.16%-7.4pp | 78.04%-72.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,167 | $2,091-44.2% | $2,794-58.2% | $3,203-63.5% |
| Admin fee / account holder | $3,112 | $3,771-17.5% | $4,815-35.4% | $4,296-27.5% |