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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 | $121,905 | $95,453+27.7% | $112,040+8.8% | $82,448+47.9% |
| Participation rate | 69.2% | 72.8%-3.5pp | 76.5%-7.3pp | 68.1%+1.2pp |
| Annual return | 14.21% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,268 | $2,318-45.3% | $2,954-57.1% | $2,551-50.3% |
| Participant deferral / active EE | $7,046 | $4,224+66.8% | $5,098+38.2% | $4,139+70.2% |
| Admin fee / account holder | $8,397 | $9,013-6.8% | $12,098-30.6% | $7,234+16.1% |