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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 | $114,720 | $106,524+7.7% | $152,301-24.7% | $87,485+31.1% |
| Participation rate | 61.7% | 75.8%-14.1pp | 82.4%-20.7pp | 68.9%-7.2pp |
| Annual return | 15.83% | 26.89%-11.1pp | 80.50%-64.7pp | 26.06%-10.2pp |
| Employer contribution / active EE | $2,631 | $3,371-22.0% | $4,624-43.1% | $2,596+1.3% |
| Participant deferral / active EE | $7,596 | $6,525+16.4% | $8,004-5.1% | $4,274+77.7% |
| Admin fee / account holder | $7,418 | $8,287-10.5% | $14,398-48.5% | $7,775-4.6% |