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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 | $33,392 | $67,411-50.5% | $91,004-63.3% | $70,126-52.4% |
| Participation rate | 62.7% | 71.4%-8.7pp | 75.6%-12.9pp | 69.5%-6.8pp |
| Annual return | 15.56% | -40.16%+55.7pp | 4.60%+11.0pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,865 | $2,823-33.9% | $3,548-47.4% | $3,332-44.0% |
| Admin fee / account holder | $3,845 | $4,236-9.2% | $5,417-29.0% | $4,645-17.2% |