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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 | $248,178 | $61,815+301.5% | $97,295+155.1% | $80,959+206.5% |
| Participation rate | 27.7% | 63.5%-35.8pp | 72.7%-45.0pp | 67.7%-40.0pp |
| Annual return | 11.51% | -558.73%+570.2pp | 75.62%-64.1pp | 35.67%-24.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,524 | $3,027+16.4% | $4,264-17.3% | $4,300-18.0% |
| Admin fee / account holder | $7,157 | $5,166+38.5% | $5,646+26.7% | $6,925+3.3% |