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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 | $143,493 | $67,411+112.9% | $91,004+57.7% | $70,126+104.6% |
| Participation rate | 52.0% | 71.4%-19.4pp | 75.6%-23.6pp | 69.5%-17.5pp |
| Annual return | 19.01% | -40.16%+59.2pp | 4.60%+14.4pp | 73.15%-54.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,427 | $2,823-14.0% | $3,548-31.6% | $3,332-27.2% |
| Admin fee / account holder | $1,133 | $4,236-73.2% | $5,417-79.1% | $4,645-75.6% |