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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 | $46,889 | $67,411-30.4% | $91,004-48.5% | $70,126-33.1% |
| Participation rate | 45.2% | 71.4%-26.2pp | 75.6%-30.4pp | 69.5%-24.4pp |
| Annual return | 17.32% | -40.16%+57.5pp | 4.60%+12.7pp | 73.15%-55.8pp |
| Employer contribution / active EE | $1,144 | $1,786-35.9% | $2,456-53.4% | $2,343-51.1% |
| Participant deferral / active EE | $2,223 | $2,823-21.2% | $3,548-37.3% | $3,332-33.3% |
| Admin fee / account holder | $5,082 | $4,236+20.0% | $5,417-6.2% | $4,645+9.4% |