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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 | $45,615 | $48,267-5.5% | $68,808-33.7% | $68,486-33.4% |
| Participation rate | 35.6% | 60.7%-25.1pp | 69.0%-33.4pp | 67.9%-32.3pp |
| Annual return | 26.04% | -12.70%+38.7pp | -6.37%+32.4pp | -7.85%+33.9pp |
| Employer contribution / active EE | $869 | $1,829-52.5% | $2,656-67.3% | $2,597-66.5% |
| Participant deferral / active EE | $1,085 | $2,867-62.1% | $3,942-72.5% | $4,028-73.0% |
| Admin fee / account holder | $448 | $4,362-89.7% | $4,936-90.9% | $5,404-91.7% |