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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 | $185,876 | $212,386-12.5% | $199,883-7.0% | $138,895+33.8% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 17.02% | 47.75%-30.7pp | 43.81%-26.8pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,574 | $6,625-61.1% | $6,261-58.9% | $4,194-38.6% |
| Participant deferral / active EE | $12,403 | $9,617+29.0% | $9,138+35.7% | $6,396+93.9% |
| Admin fee / account holder | $7,619 | $18,233-58.2% | $17,268-55.9% | $12,562-39.4% |