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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 | $140,428 | $101,798+37.9% | $165,071-14.9% | $80,935+73.5% |
| Participation rate | 69.2% | 71.8%-2.6pp | 78.6%-9.4pp | 67.7%+1.6pp |
| Annual return | 15.67% | 16.73%-1.1pp | 70.17%-54.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $1,567 | $2,954-47.0% | $4,347-64.0% | $2,757-43.2% |
| Participant deferral / active EE | $7,686 | $4,476+71.7% | $6,035+27.4% | $4,299+78.8% |
| Admin fee / account holder | $10,665 | $8,221+29.7% | $12,695-16.0% | $6,924+54.0% |