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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 | $106,749-20.1% | $145,433-41.3% | $82,448+3.5% |
| Participation rate | 65.7% | 75.6%-9.9pp | 82.1%-16.4pp | 68.1%-2.4pp |
| Annual return | 15.64% | 27.59%-12.0pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,602 | $3,444-24.5% | $4,554-42.9% | $2,551+2.0% |
| Participant deferral / active EE | $10,270 | $6,519+57.6% | $7,897+30.0% | $4,139+148.1% |
| Admin fee / account holder | $10,483 | $8,390+25.0% | $13,129-20.2% | $7,234+44.9% |