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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 | $132,539 | $101,795+30.2% | $165,100-19.7% | $80,959+63.7% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 19.68% | 16.73%+2.9pp | 70.21%-50.5pp | 35.67%-16.0pp |
| Employer contribution / active EE | $1,466 | $2,954-50.4% | $4,348-66.3% | $2,757-46.8% |
| Participant deferral / active EE | $4,223 | $4,476-5.7% | $6,035-30.0% | $4,300-1.8% |
| Admin fee / account holder | $6,564 | $8,221-20.2% | $12,696-48.3% | $6,925-5.2% |