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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 | $139,666 | $73,787+89.3% | $98,716+41.5% | $82,448+69.4% |
| Participation rate | 54.5% | 61.4%-6.9pp | 69.3%-14.7pp | 68.1%-13.5pp |
| Annual return | 16.30% | 18.57%-2.3pp | 31.81%-15.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,388 | $1,511-8.2% | $2,279-39.1% | $2,551-45.6% |
| Participant deferral / active EE | $2,980 | $3,081-3.3% | $4,048-26.4% | $4,139-28.0% |
| Admin fee / account holder | $7,595 | $6,500+16.8% | $8,703-12.7% | $7,234+5.0% |