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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 | $51,777 | $67,411-23.2% | $91,004-43.1% | $70,126-26.2% |
| Participation rate | 34.1% | 71.4%-37.3pp | 75.6%-41.5pp | 69.5%-35.4pp |
| Annual return | 16.59% | -40.16%+56.8pp | 4.60%+12.0pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,797 | $2,823-36.3% | $3,548-49.3% | $3,332-46.1% |
| Admin fee / account holder | $1,334 | $4,236-68.5% | $5,417-75.4% | $4,645-71.3% |