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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 | $55,084 | $48,300+14.0% | $40,145,923-99.9% | $62,881-12.4% |
| Participation rate | 28.3% | 62.0%-33.7pp | 68.4%-40.1pp | 69.3%-41.0pp |
| Annual return | 7.46% | 6.95%+0.5pp | 5.24%+2.2pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,211 | $2,388-49.3% | $2,591-53.2% | $3,203-62.2% |
| Admin fee / account holder | $2,689 | $2,919-7.9% | $2,903-7.4% | $4,296-37.4% |