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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 | $61,816+66.6% | $97,260+5.9% | $80,935+27.2% |
| Participation rate | 43.4% | 63.5%-20.1pp | 72.7%-29.3pp | 67.7%-24.3pp |
| Annual return | 14.49% | -558.73%+573.2pp | 75.54%-61.1pp | 35.66%-21.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,965 | $3,027-2.0% | $4,262-30.4% | $4,299-31.0% |
| Admin fee / account holder | $9,047 | $5,166+75.1% | $5,640+60.4% | $6,924+30.6% |