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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 | $80,490 | $86,949-7.4% | $102,460-21.4% | $80,959-0.6% |
| Participation rate | 52.0% | 72.4%-20.4pp | 76.5%-24.5pp | 67.7%-15.7pp |
| Annual return | 10.53% | 18.89%-8.4pp | 29.47%-18.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,884 | $2,370-20.5% | $3,025-37.7% | $2,757-31.7% |
| Participant deferral / active EE | $4,751 | $4,121+15.3% | $5,056-6.0% | $4,300+10.5% |
| Admin fee / account holder | $5,048 | $8,048-37.3% | $9,460-46.6% | $6,925-27.1% |