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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 | $130,775 | $138,393-5.5% | $184,256-29.0% | $80,959+61.5% |
| Participation rate | 67.9% | 83.9%-16.0pp | 86.8%-19.0pp | 67.7%+0.2pp |
| Annual return | 16.96% | 20.01%-3.0pp | 28.85%-11.9pp | 35.67%-18.7pp |
| Employer contribution / active EE | $3,966 | $4,847-18.2% | $6,427-38.3% | $2,757+43.9% |
| Participant deferral / active EE | $8,780 | $7,076+24.1% | $9,133-3.9% | $4,300+104.2% |
| Admin fee / account holder | $543 | $10,489-94.8% | $13,899-96.1% | $6,925-92.2% |