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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 | $96,374 | $172,111-44.0% | $150,298-35.9% | $137,256-29.8% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 20.58% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,738 | $4,636-41.0% | $4,154-34.1% | $4,156-34.1% |
| Participant deferral / active EE | $4,802 | $6,166-22.1% | $5,453-11.9% | $6,407-25.0% |
| Admin fee / account holder | $824 | $16,471-95.0% | $14,116-94.2% | $12,270-93.3% |