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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 | $105,219 | $67,411+56.1% | $91,004+15.6% | $70,126+50.0% |
| Participation rate | 60.7% | 71.4%-10.7pp | 75.6%-14.9pp | 69.5%-8.8pp |
| Annual return | 24.45% | -40.16%+64.6pp | 4.60%+19.8pp | 73.15%-48.7pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,098 | $2,823+116.1% | $3,548+71.9% | $3,332+83.0% |
| Admin fee / account holder | $1,402 | $4,236-66.9% | $5,417-74.1% | $4,645-69.8% |