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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 | $36,046 | $63,703-43.4% | $93,063-61.3% | $82,448-56.3% |
| Participation rate | 41.7% | 63.8%-22.2pp | 72.1%-30.4pp | 68.1%-26.4pp |
| Annual return | 34.88% | -775.43%+810.3pp | 34.15%+0.7pp | 41.64%-6.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,276 | $2,919-22.0% | $3,958-42.5% | $4,139-45.0% |
| Admin fee / account holder | $1,403 | $5,982-76.5% | $6,033-76.7% | $7,234-80.6% |