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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 | $42,675 | $67,411-36.7% | $91,004-53.1% | $70,126-39.1% |
| Participation rate | 50.0% | 71.4%-21.4pp | 75.6%-25.6pp | 69.5%-19.5pp |
| Annual return | 17.88% | -40.16%+58.0pp | 4.60%+13.3pp | 73.15%-55.3pp |
| Employer contribution / active EE | $781 | $1,786-56.3% | $2,456-68.2% | $2,343-66.7% |
| Participant deferral / active EE | $1,249 | $2,823-55.7% | $3,548-64.8% | $3,332-62.5% |
| Admin fee / account holder | $3,563 | $4,236-15.9% | $5,417-34.2% | $4,645-23.3% |