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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 | $51,816 | $67,411-23.1% | $91,004-43.1% | $70,124-26.1% |
| Participation rate | 40.9% | 71.4%-30.5pp | 75.6%-34.7pp | 69.5%-28.6pp |
| Annual return | 20.25% | -40.16%+60.4pp | 4.60%+15.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $818 | $1,786-54.2% | $2,456-66.7% | $2,342-65.1% |
| Participant deferral / active EE | $1,835 | $2,823-35.0% | $3,548-48.3% | $3,332-44.9% |
| Admin fee / account holder | $672 | $4,236-84.1% | $5,417-87.6% | $4,645-85.5% |