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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 | $100,443 | $67,411+49.0% | $91,004+10.4% | $70,126+43.2% |
| Participation rate | 48.5% | 71.4%-22.9pp | 75.6%-27.1pp | 69.5%-21.1pp |
| Annual return | 15.32% | -40.16%+55.5pp | 4.60%+10.7pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,342 | $2,823-17.0% | $3,548-34.0% | $3,332-29.7% |
| Admin fee / account holder | $1,867 | $4,236-55.9% | $5,417-65.5% | $4,645-59.8% |