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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 | $46,636 | $67,411-30.8% | $91,004-48.8% | $70,126-33.5% |
| Participation rate | 50.0% | 71.4%-21.4pp | 75.6%-25.6pp | 69.5%-19.5pp |
| Annual return | 17.20% | -40.16%+57.4pp | 4.60%+12.6pp | 73.15%-55.9pp |
| Employer contribution / active EE | $1,141 | $1,786-36.1% | $2,456-53.5% | $2,343-51.3% |
| Participant deferral / active EE | $2,853 | $2,823+1.1% | $3,548-19.6% | $3,332-14.4% |
| Admin fee / account holder | $2,233 | $4,236-47.3% | $5,417-58.8% | $4,645-51.9% |