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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 | $47,802 | $61,815-22.7% | $97,295-50.9% | $80,959-41.0% |
| Participation rate | 57.1% | 63.5%-6.3pp | 72.7%-15.5pp | 67.7%-10.5pp |
| Annual return | 13.86% | -558.73%+572.6pp | 75.62%-61.8pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,257 | $3,027+7.6% | $4,264-23.6% | $4,300-24.3% |
| Admin fee / account holder | $1,586 | $5,166-69.3% | $5,646-71.9% | $6,925-77.1% |