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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 | $105,897 | $108,825-2.7% | $156,181-32.2% | $82,448+28.4% |
| Participation rate | 61.4% | 72.4%-10.9pp | 78.8%-17.4pp | 68.1%-6.6pp |
| Annual return | 15.17% | 20.59%-5.4pp | 64.87%-49.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,752 | $2,870-4.1% | $4,294-35.9% | $2,551+7.9% |
| Participant deferral / active EE | $6,200 | $4,577+35.4% | $6,132+1.1% | $4,139+49.8% |
| Admin fee / account holder | $14,515 | $9,341+55.4% | $14,586-0.5% | $7,234+100.6% |