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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 | $114,712-7.7% | $173,730-39.0% | $87,485+21.0% |
| Participation rate | 61.4% | 73.0%-11.6pp | 79.6%-18.1pp | 68.9%-7.5pp |
| Annual return | 15.17% | 20.18%-5.0pp | 19.96%-4.8pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,752 | $2,904-5.2% | $4,577-39.9% | $2,596+6.0% |
| Participant deferral / active EE | $6,200 | $4,642+33.6% | $6,326-2.0% | $4,274+45.1% |
| Admin fee / account holder | $14,515 | $10,210+42.2% | $17,523-17.2% | $7,775+86.7% |