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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 | $135,838 | $110,137+23.3% | $161,149-15.7% | $82,637+64.4% |
| Participation rate | 68.6% | 72.4%-3.8pp | 78.8%-10.3pp | 68.1%+0.5pp |
| Annual return | 16.11% | 20.69%-4.6pp | 21.16%-5.0pp | 53.51%-37.4pp |
| Employer contribution / active EE | $1,660 | $2,856-41.9% | $4,360-61.9% | $2,552-35.0% |
| Participant deferral / active EE | $4,115 | $4,575-10.0% | $6,153-33.1% | $4,126-0.3% |
| Admin fee / account holder | $10,969 | $9,467+15.9% | $15,194-27.8% | $7,339+49.5% |