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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 | $84,771 | $42,546+99.2% | $71,796+18.1% | $55,167+53.7% |
| Participation rate | 33.9% | 59.1%-25.2pp | 69.1%-35.2pp | 69.0%-35.1pp |
| Annual return | 7.23% | 12.36%-5.1pp | 78.04%-70.8pp | 169.23%-162.0pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,547 | $2,064-25.1% | $2,794-44.6% | $3,054-49.4% |
| Admin fee / account holder | $5,818 | $650+795.5% | $4,815+20.8% | $504+1054.5% |