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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 | $93,767 | $123,155-23.9% | $108,753-13.8% | $155,188-39.6% |
| Participation rate | 30.0% | 75.6%-45.6pp | 71.1%-41.1pp | 80.8%-50.8pp |
| Annual return | 21.19% | 44.73%-23.5pp | 37.47%-16.3pp | 148.84%-127.6pp |
| Employer contribution / active EE | $3,381 | $2,811+20.3% | $2,427+39.3% | $4,248-20.4% |
| Participant deferral / active EE | $3,345 | $4,623-27.6% | $4,115-18.7% | $6,531-48.8% |
| Admin fee / account holder | $2,146 | $12,126-82.3% | $10,320-79.2% | $14,480-85.2% |