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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 | $141,199 | $101,798+38.7% | $165,071-14.5% | $80,935+74.5% |
| Participation rate | 65.3% | 71.8%-6.5pp | 78.6%-13.3pp | 67.7%-2.3pp |
| Annual return | 15.70% | 16.73%-1.0pp | 70.17%-54.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $2,880 | $2,954-2.5% | $4,347-33.8% | $2,757+4.5% |
| Participant deferral / active EE | $3,344 | $4,476-25.3% | $6,035-44.6% | $4,299-22.2% |
| Admin fee / account holder | $14,239 | $8,221+73.2% | $12,695+12.2% | $6,924+105.6% |