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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 | $102,981 | $61,789+66.7% | $97,167+6.0% | $80,874+27.3% |
| Participation rate | 43.4% | 63.5%-20.1pp | 72.7%-29.3pp | 67.6%-24.3pp |
| Annual return | 14.49% | -557.90%+572.4pp | 75.27%-60.8pp | 35.62%-21.1pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,965 | $3,028-2.1% | $4,264-30.5% | $4,297-31.0% |
| Admin fee / account holder | $9,047 | $5,168+75.0% | $5,650+60.1% | $6,935+30.4% |