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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 | $194,395 | $232,540-16.4% | $185,117+5.0% | $147,586+31.7% |
| Participation rate | 69.2% | 82.4%-13.1pp | 77.3%-8.0pp | 82.8%-13.6pp |
| Annual return | 19.16% | 43.03%-23.9pp | 40.50%-21.3pp | 578.59%-559.4pp |
| Employer contribution / active EE | $3,570 | $5,195-31.3% | $4,182-14.6% | $4,876-26.8% |
| Participant deferral / active EE | $7,652 | $5,834+31.2% | $5,045+51.7% | $5,439+40.7% |
| Admin fee / account holder | $1,100 | $10,275-89.3% | $8,159-86.5% | $10,886-89.9% |