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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 | $134,845 | $60,349+123.4% | $74,184+81.8% | $62,881+114.4% |
| Participation rate | 29.6% | 72.7%-43.2pp | 76.6%-47.0pp | 69.3%-39.7pp |
| Annual return | 8.89% | 21.38%-12.5pp | 17.74%-8.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $997 | $1,680-40.7% | $2,370-57.9% | $2,281-56.3% |
| Participant deferral / active EE | $2,291 | $2,856-19.8% | $3,550-35.4% | $3,203-28.5% |
| Admin fee / account holder | $569 | $4,261-86.6% | $5,586-89.8% | $4,296-86.8% |