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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 | $92,262 | $67,411+36.9% | $91,004+1.4% | $70,124+31.6% |
| Participation rate | 62.5% | 71.4%-8.9pp | 75.6%-13.1pp | 69.5%-7.0pp |
| Annual return | 18.46% | -40.16%+58.6pp | 4.60%+13.9pp | 73.14%-54.7pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,704 | $2,823+66.7% | $3,548+32.6% | $3,332+41.2% |
| Admin fee / account holder | $19,083 | $4,236+350.5% | $5,417+252.2% | $4,645+310.8% |