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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 | $80,344 | $48,300+66.3% | $40,145,923-99.8% | $62,881+27.8% |
| Participation rate | 59.3% | 62.0%-2.8pp | 68.4%-9.1pp | 69.3%-10.0pp |
| Annual return | 8.78% | 6.95%+1.8pp | 5.24%+3.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,829 | $2,388+18.5% | $2,591+9.2% | $3,203-11.7% |
| Admin fee / account holder | $3,387 | $2,919+16.0% | $2,903+16.7% | $4,296-21.2% |