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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 | $112,543 | $72,012+56.3% | $185,827-39.4% | $79,858+40.9% |
| Participation rate | 66.7% | 65.8%+0.9pp | 78.0%-11.4pp | 69.6%-3.0pp |
| Annual return | 18.49% | 23.12%-4.6pp | 35.96%-17.5pp | 31.72%-13.2pp |
| Employer contribution / active EE | $1,346 | $1,965-31.5% | $4,087-67.1% | $2,471-45.5% |
| Participant deferral / active EE | $4,118 | $3,779+9.0% | $5,633-26.9% | $3,740+10.1% |
| Admin fee / account holder | $7,049 | $4,513+56.2% | $9,502-25.8% | $5,306+32.9% |