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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 | $149,181 | $67,411+121.3% | $91,004+63.9% | $70,126+112.7% |
| Participation rate | 51.6% | 71.4%-19.8pp | 75.6%-24.0pp | 69.5%-17.9pp |
| Annual return | 15.64% | -40.16%+55.8pp | 4.60%+11.0pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,629 | $2,823-6.8% | $3,548-25.9% | $3,332-21.1% |
| Admin fee / account holder | $7,802 | $4,236+84.2% | $5,417+44.0% | $4,645+68.0% |