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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 | $86,919-7.4% | $102,457-21.4% | $80,911-0.5% |
| Participation rate | 52.0% | 72.4%-20.4pp | 76.5%-24.5pp | 67.6%-15.6pp |
| Annual return | 10.53% | 18.90%-8.4pp | 29.41%-18.9pp | 35.63%-25.1pp |
| Employer contribution / active EE | $1,884 | $2,368-20.5% | $3,022-37.7% | $2,756-31.6% |
| Participant deferral / active EE | $4,751 | $4,119+15.3% | $5,054-6.0% | $4,297+10.6% |
| Admin fee / account holder | $5,048 | $8,049-37.3% | $9,451-46.6% | $6,935-27.2% |