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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 | $190,377 | $113,941+67.1% | $94,229+102.0% | $125,389+51.8% |
| Participation rate | 27.8% | 82.9%-55.1pp | 78.8%-51.0pp | 83.2%-55.4pp |
| Annual return | 3.86% | 5.29%-1.4pp | 10.68%-6.8pp | 282.24%-278.4pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,892 | $5,179-63.5% | $4,320-56.2% | $5,352-64.7% |
| Admin fee / account holder | $96,134 | $8,392+1045.6% | $6,269+1433.4% | $9,541+907.6% |