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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 | $98,477 | $211,224-53.4% | $178,505-44.8% | $145,897-32.5% |
| Participation rate | 58.8% | 80.8%-22.0pp | 77.1%-18.3pp | 80.3%-21.5pp |
| Annual return | 14.18% | 30.28%-16.1pp | 27.16%-13.0pp | 552.29%-538.1pp |
| Employer contribution / active EE | $3,991 | $4,577-12.8% | $3,955+0.9% | $4,663-14.4% |
| Participant deferral / active EE | $2,175 | $6,966-68.8% | $6,280-65.4% | $6,689-67.5% |
| Admin fee / account holder | $2,158 | $12,109-82.2% | $10,428-79.3% | $13,390-83.9% |