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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 | $63,408 | $48,364+31.1% | $71,796-11.7% | $62,881+0.8% |
| Participation rate | 41.3% | 60.6%-19.3pp | 69.1%-27.8pp | 69.3%-28.0pp |
| Annual return | 7.39% | 13.16%-5.8pp | 78.04%-70.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $457 | $1,042-56.1% | $1,924-76.3% | $2,281-80.0% |
| Participant deferral / active EE | $1,411 | $2,091-32.5% | $2,794-49.5% | $3,203-56.0% |
| Admin fee / account holder | $1,384 | $3,771-63.3% | $4,815-71.3% | $4,296-67.8% |