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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 | $187,239 | $181,062+3.4% | $158,223+18.3% | $155,188+20.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 17.09% | 57.39%-40.3pp | 52.09%-35.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $1,810 | $4,565-60.4% | $4,109-56.0% | $4,248-57.4% |
| Participant deferral / active EE | $6,435 | $6,134+4.9% | $5,467+17.7% | $6,531-1.5% |
| Admin fee / account holder | $8,238 | $18,825-56.2% | $16,047-48.7% | $14,480-43.1% |