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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 | $80,505 | $87,180-7.7% | $173,703-53.7% | $94,015-14.4% |
| Participation rate | 51.2% | 65.6%-14.4pp | 75.9%-24.7pp | 70.8%-19.6pp |
| Annual return | 11.48% | 14.17%-2.7pp | 17.46%-6.0pp | 17.84%-6.4pp |
| Employer contribution / active EE | $1,208 | $2,494-51.6% | $4,288-71.8% | $2,790-56.7% |
| Participant deferral / active EE | $3,978 | $3,343+19.0% | $4,854-18.0% | $4,249-6.4% |
| Admin fee / account holder | $362 | $7,506-95.2% | $15,562-97.7% | $8,951-96.0% |