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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 | $52,154 | $67,411-22.6% | $91,004-42.7% | $70,124-25.6% |
| Participation rate | 47.6% | 71.4%-23.7pp | 75.6%-28.0pp | 69.5%-21.9pp |
| Annual return | 20.19% | -40.16%+60.4pp | 4.60%+15.6pp | 73.14%-53.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,364 | $2,823-16.3% | $3,548-33.4% | $3,332-29.0% |
| Admin fee / account holder | $2,798 | $4,236-33.9% | $5,417-48.3% | $4,645-39.8% |