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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 | $115,931-8.7% | $185,441-42.9% | $86,983+21.7% |
| Participation rate | 61.4% | 73.6%-12.2pp | 80.3%-18.8pp | 69.5%-8.1pp |
| Annual return | 15.17% | 21.47%-6.3pp | 20.16%-5.0pp | 25.83%-10.7pp |
| Employer contribution / active EE | $2,752 | $2,937-6.3% | $4,672-41.1% | $2,584+6.5% |
| Participant deferral / active EE | $6,200 | $4,551+36.2% | $6,152+0.8% | $4,194+47.8% |
| Admin fee / account holder | $14,515 | $10,687+35.8% | $17,890-18.9% | $7,856+84.8% |