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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 | $198,846 | $211,239-5.9% | $178,528+11.4% | $145,877+36.3% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 9.97% | 30.22%-20.3pp | 27.11%-17.1pp | 551.28%-541.3pp |
| Employer contribution / active EE | $2,118 | $4,570-53.7% | $3,950-46.4% | $4,663-54.6% |
| Participant deferral / active EE | $4,011 | $6,963-42.4% | $6,278-36.1% | $6,691-40.1% |
| Admin fee / account holder | $10,011 | $12,095-17.2% | $10,419-3.9% | $13,402-25.3% |