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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 | $202,770 | $209,336-3.1% | $197,124+2.9% | $137,256+47.7% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 19.69% | 48.09%-28.4pp | 44.34%-24.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,897 | $6,591-56.0% | $6,227-53.5% | $4,156-30.3% |
| Participant deferral / active EE | $11,319 | $9,614+17.7% | $9,135+23.9% | $6,407+76.7% |
| Admin fee / account holder | $4,204 | $17,308-75.7% | $16,298-74.2% | $12,270-65.7% |