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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 | $190,444 | $196,972-3.3% | $182,262+4.5% | $198,609-4.1% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 20.33% | 158.27%-137.9pp | 140.60%-120.3pp | 202.70%-182.4pp |
| Employer contribution / active EE | $3,663 | $5,364-31.7% | $5,046-27.4% | $5,055-27.6% |
| Participant deferral / active EE | $11,263 | $8,643+30.3% | $8,276+36.1% | $6,977+61.4% |
| Admin fee / account holder | $6,459 | $18,429-65.0% | $16,712-61.4% | $19,030-66.1% |