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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 | $222,192 | $227,399-2.3% | $189,758+17.1% | $198,609+11.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 11.45% | 61.03%-49.6pp | 52.62%-41.2pp | 202.70%-191.2pp |
| Employer contribution / active EE | $2,643 | $5,526-52.2% | $4,767-44.5% | $5,055-47.7% |
| Participant deferral / active EE | $4,733 | $6,837-30.8% | $5,856-19.2% | $6,977-32.2% |
| Admin fee / account holder | $20,664 | $25,162-17.9% | $20,388+1.4% | $19,030+8.6% |