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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 | $205,525 | $227,399-9.6% | $189,758+8.3% | $198,609+3.5% |
| Participation rate | 57.1% | 84.0%-26.9pp | 79.8%-22.7pp | 82.4%-25.2pp |
| Annual return | 17.73% | 61.03%-43.3pp | 52.62%-34.9pp | 202.70%-185.0pp |
| Employer contribution / active EE | $2,583 | $5,526-53.3% | $4,767-45.8% | $5,055-48.9% |
| Participant deferral / active EE | $4,579 | $6,837-33.0% | $5,856-21.8% | $6,977-34.4% |
| Admin fee / account holder | $2,121 | $25,162-91.6% | $20,388-89.6% | $19,030-88.9% |