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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 | $94,139 | $76,834+22.5% | $108,359-13.1% | $87,485+7.6% |
| Participation rate | 66.0% | 61.7%+4.3pp | 70.1%-4.1pp | 68.9%-2.9pp |
| Annual return | 15.14% | 19.09%-3.9pp | 36.89%-21.8pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,230 | $1,556-21.0% | $2,399-48.7% | $2,596-52.6% |
| Participant deferral / active EE | $3,560 | $3,100+14.8% | $4,137-13.9% | $4,274-16.7% |
| Admin fee / account holder | $10,722 | $6,537+64.0% | $9,741+10.1% | $7,775+37.9% |