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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 | $198,230 | $197,625+0.3% | $177,840+11.5% | $158,966+24.7% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.7%-43.3pp | 82.0%-37.5pp |
| Annual return | 11.67% | 58.76%-47.1pp | 48.32%-36.7pp | 302.95%-291.3pp |
| Employer contribution / active EE | $2,194 | $6,698-67.2% | $5,919-62.9% | $4,762-53.9% |
| Participant deferral / active EE | $6,759 | $8,405-19.6% | $7,714-12.4% | $5,983+13.0% |
| Admin fee / account holder | $1,704 | $15,405-88.9% | $12,431-86.3% | $11,250-84.9% |