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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 | $195,883 | $227,399-13.9% | $189,758+3.2% | $198,609-1.4% |
| Participation rate | 58.3% | 84.0%-25.7pp | 79.8%-21.5pp | 82.4%-24.0pp |
| Annual return | 11.15% | 61.03%-49.9pp | 52.62%-41.5pp | 202.70%-191.5pp |
| Employer contribution / active EE | $1,942 | $5,526-64.9% | $4,767-59.2% | $5,055-61.6% |
| Participant deferral / active EE | $6,223 | $6,837-9.0% | $5,856+6.3% | $6,977-10.8% |
| Admin fee / account holder | $2,123 | $25,162-91.6% | $20,388-89.6% | $19,030-88.8% |