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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 | $150,277 | $123,478+21.7% | $216,567-30.6% | $94,015+59.8% |
| Participation rate | 64.5% | 75.1%-10.6pp | 81.6%-17.1pp | 70.8%-6.3pp |
| Annual return | 14.12% | 23.61%-9.5pp | 12.94%+1.2pp | 17.84%-3.7pp |
| Employer contribution / active EE | $2,440 | $3,136-22.2% | $5,216-53.2% | $2,790-12.6% |
| Participant deferral / active EE | $4,226 | $4,556-7.2% | $6,191-31.7% | $4,249-0.6% |
| Admin fee / account holder | $5,657 | $12,753-55.6% | $21,981-74.3% | $8,951-36.8% |