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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 | $43,693 | $48,364-9.7% | $71,796-39.1% | $62,881-30.5% |
| Participation rate | 34.0% | 60.6%-26.6pp | 69.1%-35.1pp | 69.3%-35.3pp |
| Annual return | 8.17% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,436 | $2,091-31.3% | $2,794-48.6% | $3,203-55.2% |
| Admin fee / account holder | $639 | $3,771-83.1% | $4,815-86.7% | $4,296-85.1% |