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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 | $105,191 | $108,825-3.3% | $156,181-32.6% | $82,448+27.6% |
| Participation rate | 58.3% | 72.4%-14.0pp | 78.8%-20.5pp | 68.1%-9.7pp |
| Annual return | 15.31% | 20.59%-5.3pp | 64.87%-49.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,301 | $2,870-19.8% | $4,294-46.4% | $2,551-9.8% |
| Participant deferral / active EE | $4,382 | $4,577-4.3% | $6,132-28.5% | $4,139+5.9% |
| Admin fee / account holder | $2,741 | $9,341-70.7% | $14,586-81.2% | $7,234-62.1% |