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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 | $185,402 | $196,972-5.9% | $182,262+1.7% | $198,609-6.6% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 19.53% | 158.27%-138.7pp | 140.60%-121.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $2,445 | $5,364-54.4% | $5,046-51.5% | $5,055-51.6% |
| Participant deferral / active EE | $9,681 | $8,643+12.0% | $8,276+17.0% | $6,977+38.8% |
| Admin fee / account holder | $18,861 | $18,429+2.3% | $16,712+12.9% | $19,030-0.9% |