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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 | $138,604 | $104,098+33.1% | $140,514-1.4% | $94,015+47.4% |
| Participation rate | 35.3% | 73.7%-38.4pp | 77.8%-42.5pp | 70.8%-35.5pp |
| Annual return | 14.70% | 15.14%-0.4pp | 14.36%+0.3pp | 17.84%-3.1pp |
| Employer contribution / active EE | $1,402 | $2,388-41.3% | $3,378-58.5% | $2,790-49.8% |
| Participant deferral / active EE | $2,378 | $4,033-41.0% | $4,919-51.7% | $4,249-44.0% |
| Admin fee / account holder | $13,424 | $10,439+28.6% | $13,697-2.0% | $8,951+50.0% |