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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 | $68,608 | $48,364+41.9% | $71,796-4.4% | $62,881+9.1% |
| Participation rate | 40.0% | 60.6%-20.6pp | 69.1%-29.1pp | 69.3%-29.3pp |
| Annual return | 7.60% | 13.16%-5.6pp | 78.04%-70.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $969 | $2,091-53.7% | $2,794-65.3% | $3,203-69.7% |
| Admin fee / account holder | $1,300 | $3,771-65.5% | $4,815-73.0% | $4,296-69.7% |