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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 | $39,691 | $67,411-41.1% | $91,004-56.4% | $70,126-43.4% |
| Participation rate | 54.1% | 71.4%-17.3pp | 75.6%-21.5pp | 69.5%-15.5pp |
| Annual return | 12.91% | -40.16%+53.1pp | 4.60%+8.3pp | 73.15%-60.2pp |
| Employer contribution / active EE | $1,647 | $1,786-7.8% | $2,456-32.9% | $2,343-29.7% |
| Participant deferral / active EE | $2,463 | $2,823-12.7% | $3,548-30.6% | $3,332-26.1% |
| Admin fee / account holder | $1,079 | $4,236-74.5% | $5,417-80.1% | $4,645-76.8% |