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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 | $147,825 | $115,931+27.5% | $185,441-20.3% | $86,983+69.9% |
| Participation rate | 65.4% | 73.6%-8.2pp | 80.3%-14.9pp | 69.5%-4.2pp |
| Annual return | 14.29% | 21.47%-7.2pp | 20.16%-5.9pp | 25.83%-11.5pp |
| Employer contribution / active EE | $1,852 | $2,937-36.9% | $4,672-60.4% | $2,584-28.3% |
| Participant deferral / active EE | $5,594 | $4,551+22.9% | $6,152-9.1% | $4,194+33.4% |
| Admin fee / account holder | $1,372 | $10,687-87.2% | $17,890-92.3% | $7,856-82.5% |