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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 | $45,658 | $95,453-52.2% | $112,040-59.2% | $82,448-44.6% |
| Participation rate | 69.2% | 72.8%-3.5pp | 76.5%-7.3pp | 68.1%+1.2pp |
| Annual return | 12.46% | 23.92%-11.5pp | 24.52%-12.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,923 | $2,318-17.0% | $2,954-34.9% | $2,551-24.6% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $800 | $9,013-91.1% | $12,098-93.4% | $7,234-88.9% |