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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 | $59,972 | $67,411-11.0% | $91,004-34.1% | $70,126-14.5% |
| Participation rate | 61.4% | 71.4%-10.0pp | 75.6%-14.2pp | 69.5%-8.1pp |
| Annual return | 14.47% | -40.16%+54.6pp | 4.60%+9.9pp | 73.15%-58.7pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,253 | $2,823-55.6% | $3,548-64.7% | $3,332-62.4% |
| Admin fee / account holder | $5,892 | $4,236+39.1% | $5,417+8.8% | $4,645+26.8% |