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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 | $119,664 | $115,931+3.2% | $185,441-35.5% | $86,983+37.6% |
| Participation rate | 66.7% | 73.6%-7.0pp | 80.3%-13.6pp | 69.5%-2.9pp |
| Annual return | 27.79% | 21.47%+6.3pp | 20.16%+7.6pp | 25.83%+2.0pp |
| Employer contribution / active EE | $1,633 | $2,937-44.4% | $4,672-65.0% | $2,584-36.8% |
| Participant deferral / active EE | $4,923 | $4,551+8.2% | $6,152-20.0% | $4,194+17.4% |
| Admin fee / account holder | $1,288 | $10,687-88.0% | $17,890-92.8% | $7,856-83.6% |