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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 | $42,794 | $67,411-36.5% | $91,004-53.0% | $70,131-39.0% |
| Participation rate | 57.8% | 71.4%-13.5pp | 75.6%-17.8pp | 69.5%-11.7pp |
| Annual return | 13.54% | -40.16%+53.7pp | 4.60%+8.9pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,920 | $2,823-32.0% | $3,548-45.9% | $3,332-42.4% |
| Admin fee / account holder | $3,641 | $4,236-14.0% | $5,417-32.8% | $4,645-21.6% |