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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 | $195,465 | $209,336-6.6% | $197,124-0.8% | $137,256+42.4% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 23.09% | 48.09%-25.0pp | 44.34%-21.3pp | 220.34%-197.3pp |
| Employer contribution / active EE | $1,460 | $6,591-77.8% | $6,227-76.6% | $4,156-64.9% |
| Participant deferral / active EE | $6,009 | $9,614-37.5% | $9,135-34.2% | $6,407-6.2% |
| Admin fee / account holder | $19,228 | $17,308+11.1% | $16,298+18.0% | $12,270+56.7% |