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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 | $83,143 | $43,075+93.0% | $74,577+11.5% | $62,881+32.2% |
| Participation rate | 34.4% | 58.1%-23.7pp | 68.1%-33.7pp | 69.3%-34.9pp |
| Annual return | 6.75% | 17.50%-10.8pp | 20.47%-13.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,296 | $1,498-13.5% | $2,525-48.7% | $2,281-43.2% |
| Participant deferral / active EE | $2,809 | $2,389+17.5% | $3,458-18.8% | $3,203-12.3% |
| Admin fee / account holder | $457 | $2,840-83.9% | $4,138-89.0% | $4,296-89.4% |