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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 | $50,104 | $67,411-25.7% | $91,004-44.9% | $70,126-28.6% |
| Participation rate | 56.1% | 71.4%-15.3pp | 75.6%-19.5pp | 69.5%-13.5pp |
| Annual return | 14.01% | -40.16%+54.2pp | 4.60%+9.4pp | 73.15%-59.1pp |
| Employer contribution / active EE | $351 | $1,786-80.4% | $2,456-85.7% | $2,343-85.0% |
| Participant deferral / active EE | $2,277 | $2,823-19.3% | $3,548-35.8% | $3,332-31.7% |
| Admin fee / account holder | $584 | $4,236-86.2% | $5,417-89.2% | $4,645-87.4% |