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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 | $194,533 | $196,972-1.2% | $182,262+6.7% | $198,609-2.1% |
| Participation rate | 55.6% | 85.7%-30.1pp | 84.2%-28.7pp | 82.4%-26.8pp |
| Annual return | 12.67% | 158.27%-145.6pp | 140.60%-127.9pp | 202.70%-190.0pp |
| Employer contribution / active EE | $3,221 | $5,364-39.9% | $5,046-36.2% | $5,055-36.3% |
| Participant deferral / active EE | $4,865 | $8,643-43.7% | $8,276-41.2% | $6,977-30.3% |
| Admin fee / account holder | $4,847 | $18,429-73.7% | $16,712-71.0% | $19,030-74.5% |