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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 | $140,443 | $123,478+13.7% | $216,567-35.2% | $94,015+49.4% |
| Participation rate | 67.6% | 75.1%-7.5pp | 81.6%-14.0pp | 70.8%-3.2pp |
| Annual return | 12.30% | 23.61%-11.3pp | 12.94%-0.6pp | 17.84%-5.5pp |
| Employer contribution / active EE | $2,253 | $3,136-28.1% | $5,216-56.8% | $2,790-19.3% |
| Participant deferral / active EE | $5,264 | $4,556+15.5% | $6,191-15.0% | $4,249+23.9% |
| Admin fee / account holder | $5,034 | $12,753-60.5% | $21,981-77.1% | $8,951-43.8% |