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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 | $201,729 | $211,288-4.5% | $178,540+13.0% | $145,884+38.3% |
| Participation rate | 63.6% | 80.8%-17.2pp | 77.1%-13.5pp | 80.3%-16.7pp |
| Annual return | 11.32% | 30.27%-19.0pp | 27.15%-15.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,696 | $4,574-41.1% | $3,953-31.8% | $4,662-42.2% |
| Participant deferral / active EE | $9,109 | $6,967+30.8% | $6,281+45.0% | $6,690+36.2% |
| Admin fee / account holder | $906 | $12,105-92.5% | $10,424-91.3% | $13,392-93.2% |