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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 | $192,269 | $227,399-15.4% | $189,758+1.3% | $198,609-3.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 16.08% | 61.03%-45.0pp | 52.62%-36.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $1,574 | $5,526-71.5% | $4,767-67.0% | $5,055-68.9% |
| Participant deferral / active EE | $8,500 | $6,837+24.3% | $5,856+45.2% | $6,977+21.8% |
| Admin fee / account holder | $3,978 | $25,162-84.2% | $20,388-80.5% | $19,030-79.1% |