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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 | $85,340 | $106,524-19.9% | $152,301-44.0% | $87,485-2.5% |
| Participation rate | 65.7% | 75.8%-10.0pp | 82.4%-16.7pp | 68.9%-3.2pp |
| Annual return | 15.64% | 26.89%-11.3pp | 80.50%-64.9pp | 26.06%-10.4pp |
| Employer contribution / active EE | $2,602 | $3,371-22.8% | $4,624-43.7% | $2,596+0.2% |
| Participant deferral / active EE | $10,270 | $6,525+57.4% | $8,004+28.3% | $4,274+140.3% |
| Admin fee / account holder | $10,483 | $8,287+26.5% | $14,398-27.2% | $7,775+34.8% |