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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 | $223,823-9.4% | $211,142-4.0% | $154,746+31.0% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 19.69% | 50.39%-30.7pp | 46.84%-27.2pp | 172.34%-152.7pp |
| Employer contribution / active EE | $2,897 | $6,787-57.3% | $6,442-55.0% | $4,379-33.8% |
| Participant deferral / active EE | $11,319 | $9,750+16.1% | $9,284+21.9% | $6,730+68.2% |
| Admin fee / account holder | $4,204 | $19,707-78.7% | $19,076-78.0% | $14,365-70.7% |