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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 | $46,828 | $67,411-30.5% | $91,004-48.5% | $70,126-33.2% |
| Participation rate | 50.0% | 71.4%-21.4pp | 75.6%-25.6pp | 69.5%-19.5pp |
| Annual return | 21.77% | -40.16%+61.9pp | 4.60%+17.2pp | 73.15%-51.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,311 | $2,823-18.1% | $3,548-34.9% | $3,332-30.6% |
| Admin fee / account holder | $4,627 | $4,236+9.2% | $5,417-14.6% | $4,645-0.4% |