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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 | $219,826 | $63,703+245.1% | $93,063+136.2% | $82,448+166.6% |
| Participation rate | 32.2% | 63.8%-31.6pp | 72.1%-39.9pp | 68.1%-35.9pp |
| Annual return | 14.23% | -775.43%+789.7pp | 34.15%-19.9pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,777 | $2,919-4.9% | $3,958-29.8% | $4,139-32.9% |
| Admin fee / account holder | $12,093 | $5,982+102.1% | $6,033+100.4% | $7,234+67.2% |