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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 | $104,610 | $106,524-1.8% | $152,301-31.3% | $87,485+19.6% |
| Participation rate | 63.2% | 75.8%-12.6pp | 82.4%-19.3pp | 68.9%-5.8pp |
| Annual return | 16.50% | 26.89%-10.4pp | 80.50%-64.0pp | 26.06%-9.6pp |
| Employer contribution / active EE | $3,388 | $3,371+0.5% | $4,624-26.7% | $2,596+30.5% |
| Participant deferral / active EE | $6,045 | $6,525-7.4% | $8,004-24.5% | $4,274+41.5% |
| Admin fee / account holder | $6,167 | $8,287-25.6% | $14,398-57.2% | $7,775-20.7% |