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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 | $22,973 | $63,471-63.8% | $68,808-66.6% | $66,938-65.7% |
| Participation rate | 41.2% | 60.0%-18.8pp | 69.0%-27.8pp | 69.8%-28.6pp |
| Annual return | 24.21% | -8.29%+32.5pp | -6.37%+30.6pp | 1.58%+22.6pp |
| Employer contribution / active EE | $893 | $1,776-49.7% | $2,656-66.4% | $2,545-64.9% |
| Participant deferral / active EE | $2,276 | $2,946-22.8% | $3,942-42.3% | $4,238-46.3% |
| Admin fee / account holder | $2,317 | $578+301.0% | $4,936-53.1% | $594+290.4% |