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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 | $207,988 | $209,336-0.6% | $197,124+5.5% | $137,256+51.5% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 18.02% | 48.09%-30.1pp | 44.34%-26.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,526 | $6,591-61.7% | $6,227-59.4% | $4,156-39.2% |
| Participant deferral / active EE | $7,686 | $9,614-20.1% | $9,135-15.9% | $6,407+20.0% |
| Admin fee / account holder | $2,283 | $17,308-86.8% | $16,298-86.0% | $12,270-81.4% |