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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 | $73,107+159.7% | $114,563+65.7% | $87,485+117.0% |
| Participation rate | 42.6% | 65.8%-23.2pp | 72.9%-30.3pp | 68.9%-26.3pp |
| Annual return | 18.71% | 19.47%-0.8pp | 241.09%-222.4pp | 26.06%-7.4pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,938 | $3,144+25.3% | $4,142-4.9% | $4,274-7.9% |
| Admin fee / account holder | $1,569 | $5,770-72.8% | $7,623-79.4% | $7,775-79.8% |