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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 | $64,200 | $48,364+32.7% | $71,796-10.6% | $62,881+2.1% |
| Participation rate | 50.0% | 60.6%-10.6pp | 69.1%-19.1pp | 69.3%-19.3pp |
| Annual return | 6.54% | 13.16%-6.6pp | 78.04%-71.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $463 | $1,042-55.5% | $1,924-75.9% | $2,281-79.7% |
| Participant deferral / active EE | $2,314 | $2,091+10.6% | $2,794-17.2% | $3,203-27.8% |
| Admin fee / account holder | $6,864 | $3,771+82.0% | $4,815+42.6% | $4,296+59.8% |