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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 | $102,060 | $109,620-6.9% | $148,496-31.3% | $94,015+8.6% |
| Participation rate | 65.7% | 71.3%-5.5pp | 76.0%-10.3pp | 70.8%-5.1pp |
| Annual return | 14.30% | 17.54%-3.2pp | 12.33%+2.0pp | 17.84%-3.5pp |
| Employer contribution / active EE | $1,088 | $2,618-58.4% | $3,497-68.9% | $2,790-61.0% |
| Participant deferral / active EE | $3,034 | $3,831-20.8% | $4,808-36.9% | $4,249-28.6% |
| Admin fee / account holder | $7,875 | $10,050-21.6% | $19,547-59.7% | $8,951-12.0% |