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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 | $185,483 | $227,399-18.4% | $189,758-2.3% | $198,609-6.6% |
| Participation rate | 57.1% | 84.0%-26.9pp | 79.8%-22.7pp | 82.4%-25.2pp |
| Annual return | 11.88% | 61.03%-49.2pp | 52.62%-40.7pp | 202.70%-190.8pp |
| Employer contribution / active EE | $2,471 | $5,526-55.3% | $4,767-48.2% | $5,055-51.1% |
| Participant deferral / active EE | $6,714 | $6,837-1.8% | $5,856+14.7% | $6,977-3.8% |
| Admin fee / account holder | $5,621 | $25,162-77.7% | $20,388-72.4% | $19,030-70.5% |