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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 | $80,056 | $76,564+4.6% | $105,582-24.2% | $94,015-14.8% |
| Participation rate | 41.4% | 65.2%-23.8pp | 71.8%-30.4pp | 70.8%-29.4pp |
| Annual return | 13.19% | 20.69%-7.5pp | 18.61%-5.4pp | 17.84%-4.7pp |
| Employer contribution / active EE | $1,044 | $1,995-47.7% | $2,984-65.0% | $2,790-62.6% |
| Participant deferral / active EE | $3,664 | $3,320+10.3% | $4,353-15.8% | $4,249-13.8% |
| Admin fee / account holder | $8,775 | $7,129+23.1% | $12,856-31.7% | $8,951-2.0% |