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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 | $114,712-8.3% | $173,730-39.5% | $87,485+20.2% |
| Participation rate | 58.3% | 73.0%-14.7pp | 79.6%-21.2pp | 68.9%-10.6pp |
| Annual return | 15.31% | 20.18%-4.9pp | 19.96%-4.6pp | 26.06%-10.7pp |
| Employer contribution / active EE | $2,301 | $2,904-20.8% | $4,577-49.7% | $2,596-11.4% |
| Participant deferral / active EE | $4,382 | $4,642-5.6% | $6,326-30.7% | $4,274+2.5% |
| Admin fee / account holder | $2,741 | $10,210-73.2% | $17,523-84.4% | $7,775-64.8% |