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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 | $81,426 | $94,439-13.8% | $73,658+10.5% | $154,746-47.4% |
| Participation rate | 40.0% | 64.7%-24.7pp | 57.0%-17.0pp | 80.7%-40.7pp |
| Annual return | 14.40% | 28.25%-13.9pp | 29.72%-15.3pp | 172.34%-157.9pp |
| Employer contribution / active EE | $862 | $1,257-31.4% | $1,032-16.5% | $4,379-80.3% |
| Participant deferral / active EE | $6,174 | $2,527+144.3% | $2,062+199.4% | $6,730-8.3% |
| Admin fee / account holder | $404 | $3,843-89.5% | $3,357-88.0% | $14,365-97.2% |