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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 | $154,447 | $61,787+150.0% | $97,197+58.9% | $80,925+90.9% |
| Participation rate | 63.6% | 63.5%+0.2pp | 72.7%-9.1pp | 67.7%-4.0pp |
| Annual return | 17.00% | -558.16%+575.2pp | 75.47%-58.5pp | 35.65%-18.7pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,962 | $3,027+163.0% | $4,263+86.8% | $4,299+85.2% |
| Admin fee / account holder | $24,805 | $5,170+379.8% | $5,637+340.0% | $6,940+257.4% |