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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 | $112,729-13.0% | $98,716-0.7% | $137,256-28.6% |
| Participation rate | 38.5% | 74.2%-35.8pp | 69.3%-30.8pp | 80.0%-41.5pp |
| Annual return | 14.75% | 38.48%-23.7pp | 31.81%-17.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,599 | $2,725-4.6% | $2,279+14.1% | $4,156-37.5% |
| Participant deferral / active EE | $3,499 | $4,640-24.6% | $4,048-13.6% | $6,407-45.4% |
| Admin fee / account holder | $2,101 | $10,129-79.3% | $8,703-75.9% | $12,270-82.9% |