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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 | $189,827 | $63,703+198.0% | $93,063+104.0% | $82,448+130.2% |
| Participation rate | 42.6% | 63.8%-21.2pp | 72.1%-29.5pp | 68.1%-25.5pp |
| Annual return | 18.71% | -775.43%+794.1pp | 34.15%-15.4pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,938 | $2,919+34.9% | $3,958-0.5% | $4,139-4.9% |
| Admin fee / account holder | $1,569 | $5,982-73.8% | $6,033-74.0% | $7,234-78.3% |