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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 | $96,470 | $100,194-3.7% | $122,979-21.6% | $86,983+10.9% |
| Participation rate | 61.7% | 73.0%-11.3pp | 77.2%-15.5pp | 69.5%-7.9pp |
| Annual return | 12.48% | 16.47%-4.0pp | 20.12%-7.6pp | 25.83%-13.3pp |
| Employer contribution / active EE | $1,298 | $2,326-44.2% | $3,062-57.6% | $2,584-49.8% |
| Participant deferral / active EE | $3,180 | $4,133-23.1% | $5,003-36.4% | $4,194-24.2% |
| Admin fee / account holder | $13,950 | $10,148+37.5% | $12,864+8.4% | $7,856+77.6% |