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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 | $67,928 | $43,496+56.2% | $161,489-57.9% | $64,340+5.6% |
| Participation rate | 23.5% | 53.5%-30.0pp | 78.7%-55.2pp | 55.2%-31.7pp |
| Annual return | 12.44% | 20.76%-8.3pp | 89.72%-77.3pp | 24.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,210 | $1,996-39.4% | $5,630-78.5% | $2,980-59.4% |
| Admin fee / account holder | $7,742 | $2,330+232.2% | $16,006-51.6% | $3,703+109.1% |