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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 | $38,953 | $67,411-42.2% | $91,004-57.2% | $70,131-44.5% |
| Participation rate | 43.5% | 71.4%-27.9pp | 75.6%-32.1pp | 69.5%-26.1pp |
| Annual return | 19.84% | -40.16%+60.0pp | 4.60%+15.2pp | 73.14%-53.3pp |
| Employer contribution / active EE | $1,122 | $1,786-37.2% | $2,456-54.3% | $2,342-52.1% |
| Participant deferral / active EE | $2,099 | $2,823-25.7% | $3,548-40.8% | $3,332-37.0% |
| Admin fee / account holder | $479 | $4,236-88.7% | $5,417-91.2% | $4,645-89.7% |