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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 | $105,305 | $95,453+10.3% | $112,040-6.0% | $82,448+27.7% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.5%-19.3pp | 68.1%-10.9pp |
| Annual return | 14.04% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,147 | $2,318-7.4% | $2,954-27.3% | $2,551-15.8% |
| Participant deferral / active EE | $3,649 | $4,224-13.6% | $5,098-28.4% | $4,139-11.8% |
| Admin fee / account holder | $4,613 | $9,013-48.8% | $12,098-61.9% | $7,234-36.2% |