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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 | $108,378 | $57,352+89.0% | $83,831+29.3% | $64,173+68.9% |
| Participation rate | 41.4% | 68.6%-27.2pp | 76.1%-34.8pp | 69.6%-28.2pp |
| Annual return | -3.94% | 11.38%-15.3pp | 850.99%-854.9pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,772 | $2,993-40.8% | $4,082-56.6% | $3,470-48.9% |
| Admin fee / account holder | $4,434 | $4,046+9.6% | $5,479-19.1% | $4,887-9.3% |