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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 | $43,774 | $95,453-54.1% | $112,040-60.9% | $82,448-46.9% |
| Participation rate | 48.8% | 72.8%-23.9pp | 76.5%-27.7pp | 68.1%-19.2pp |
| Annual return | 14.73% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,302 | $4,224+1.9% | $5,098-15.6% | $4,139+3.9% |
| Admin fee / account holder | $4,883 | $9,013-45.8% | $12,098-59.6% | $7,234-32.5% |