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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 | $210,244 | $212,386-1.0% | $199,883+5.2% | $138,895+51.4% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.8%-26.8pp | 79.9%-19.9pp |
| Annual return | 17.12% | 47.75%-30.6pp | 43.81%-26.7pp | 145.39%-128.3pp |
| Employer contribution / active EE | $2,930 | $6,625-55.8% | $6,261-53.2% | $4,194-30.1% |
| Participant deferral / active EE | $14,411 | $9,617+49.9% | $9,138+57.7% | $6,396+125.3% |
| Admin fee / account holder | $5,262 | $18,233-71.1% | $17,268-69.5% | $12,562-58.1% |