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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 | $122,552 | $145,431-15.7% | $211,142-42.0% | $87,485+40.1% |
| Participation rate | 69.2% | 84.7%-15.5pp | 87.3%-18.1pp | 68.9%+0.3pp |
| Annual return | 16.26% | 27.21%-10.9pp | 46.84%-30.6pp | 26.06%-9.8pp |
| Employer contribution / active EE | $3,136 | $4,662-32.7% | $6,442-51.3% | $2,596+20.8% |
| Participant deferral / active EE | $8,064 | $6,859+17.6% | $9,284-13.1% | $4,274+88.7% |
| Admin fee / account holder | $9,795 | $17,052-42.6% | $19,076-48.7% | $7,775+26.0% |