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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 | $107,335 | $67,411+59.2% | $91,004+17.9% | $70,126+53.1% |
| Participation rate | 56.0% | 71.4%-15.4pp | 75.6%-19.6pp | 69.5%-13.5pp |
| Annual return | 20.86% | -40.16%+61.0pp | 4.60%+16.3pp | 73.15%-52.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,915 | $2,823-32.2% | $3,548-46.0% | $3,332-42.5% |
| Admin fee / account holder | $1,196 | $4,236-71.8% | $5,417-77.9% | $4,645-74.3% |