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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 | $115,931+21.1% | $185,441-24.3% | $86,983+61.5% |
| Participation rate | 67.6% | 73.6%-6.0pp | 80.3%-12.7pp | 69.5%-1.9pp |
| Annual return | 12.30% | 21.47%-9.2pp | 20.16%-7.9pp | 25.83%-13.5pp |
| Employer contribution / active EE | $2,253 | $2,937-23.3% | $4,672-51.8% | $2,584-12.8% |
| Participant deferral / active EE | $5,264 | $4,551+15.7% | $6,152-14.4% | $4,194+25.5% |
| Admin fee / account holder | $5,034 | $10,687-52.9% | $17,890-71.9% | $7,856-35.9% |