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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 | $54,931 | $64,719-15.1% | $112,249-51.1% | $68,486-19.8% |
| Participation rate | 34.4% | 67.2%-32.8pp | 75.1%-40.7pp | 67.9%-33.5pp |
| Annual return | 2.54% | -11.40%+13.9pp | 27.48%-24.9pp | -7.85%+10.4pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,797 | $3,565-49.6% | $4,729-62.0% | $4,028-55.4% |
| Admin fee / account holder | $3,618 | $5,232-30.9% | $6,412-43.6% | $5,404-33.1% |