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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 | $100,301 | $62,672+60.0% | $185,117-45.8% | $70,124+43.0% |
| Participation rate | 54.8% | 63.8%-9.0pp | 77.3%-22.5pp | 69.5%-14.8pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,120 | $3,272+148.2% | $5,045+60.9% | $3,332+143.7% |
| Admin fee / account holder | $4,545 | $3,932+15.6% | $8,159-44.3% | $4,645-2.2% |