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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 | $98,035 | $124,980-21.6% | $108,359-9.5% | $154,746-36.6% |
| Participation rate | 38.5% | 75.2%-36.7pp | 70.1%-31.7pp | 80.7%-42.2pp |
| Annual return | 14.75% | 45.00%-30.2pp | 36.89%-22.1pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,599 | $2,851-8.8% | $2,399+8.3% | $4,379-40.6% |
| Participant deferral / active EE | $3,499 | $4,743-26.2% | $4,137-15.4% | $6,730-48.0% |
| Admin fee / account holder | $2,101 | $11,502-81.7% | $9,741-78.4% | $14,365-85.4% |