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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 | $49,588 | $67,411-26.4% | $91,004-45.5% | $70,124-29.3% |
| Participation rate | 36.9% | 71.4%-34.5pp | 75.6%-38.7pp | 69.5%-32.6pp |
| Annual return | 16.86% | -40.16%+57.0pp | 4.60%+12.3pp | 73.14%-56.3pp |
| Employer contribution / active EE | $510 | $1,786-71.4% | $2,456-79.2% | $2,342-78.2% |
| Participant deferral / active EE | $1,576 | $2,823-44.2% | $3,548-55.6% | $3,332-52.7% |
| Admin fee / account holder | $1,793 | $4,236-57.7% | $5,417-66.9% | $4,645-61.4% |