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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 | $108,325 | $124,425-12.9% | $112,040-3.3% | $137,256-21.1% |
| Participation rate | 43.8% | 79.3%-35.6pp | 76.5%-32.7pp | 80.0%-36.2pp |
| Annual return | 20.67% | 24.72%-4.0pp | 24.52%-3.8pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,835 | $3,411-16.9% | $2,954-4.0% | $4,156-31.8% |
| Participant deferral / active EE | $5,300 | $5,718-7.3% | $5,098+4.0% | $6,407-17.3% |
| Admin fee / account holder | $406 | $15,207-97.3% | $12,098-96.6% | $12,270-96.7% |