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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 | $42,720 | $67,411-36.6% | $91,004-53.1% | $70,126-39.1% |
| Participation rate | 41.0% | 71.4%-30.3pp | 75.6%-34.6pp | 69.5%-28.5pp |
| Annual return | 13.15% | -40.16%+53.3pp | 4.60%+8.6pp | 73.15%-60.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,891 | $2,823-33.0% | $3,548-46.7% | $3,332-43.2% |
| Admin fee / account holder | $8,332 | $4,236+96.7% | $5,417+53.8% | $4,645+79.4% |