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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 | $61,332 | $67,411-9.0% | $91,004-32.6% | $70,126-12.5% |
| Participation rate | 45.5% | 71.4%-25.9pp | 75.6%-30.1pp | 69.5%-24.1pp |
| Annual return | 15.17% | -40.16%+55.3pp | 4.60%+10.6pp | 73.15%-58.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,428 | $2,823-49.4% | $3,548-59.7% | $3,332-57.1% |
| Admin fee / account holder | $1,773 | $4,236-58.1% | $5,417-67.3% | $4,645-61.8% |