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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 | $194,816 | $209,336-6.9% | $197,124-1.2% | $137,256+41.9% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 23.57% | 48.09%-24.5pp | 44.34%-20.8pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,605 | $6,591-75.6% | $6,227-74.2% | $4,156-61.4% |
| Participant deferral / active EE | $6,034 | $9,614-37.2% | $9,135-33.9% | $6,407-5.8% |
| Admin fee / account holder | $14,198 | $17,308-18.0% | $16,298-12.9% | $12,270+15.7% |