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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 | $199,990 | $78,423+155.0% | $95,964+108.4% | $79,856+150.4% |
| Participation rate | 40.7% | 73.5%-32.8pp | 77.1%-36.3pp | 69.6%-28.9pp |
| Annual return | 13.74% | 19.37%-5.6pp | 91.64%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,692 | $3,440+123.6% | $4,167+84.6% | $3,741+105.6% |
| Admin fee / account holder | $3,374 | $5,622-40.0% | $6,797-50.4% | $5,306-36.4% |