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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 | $198,567 | $167,533+18.5% | $151,645+30.9% | $134,545+47.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -9.01% | 7.81%-16.8pp | 3.34%-12.3pp | 418.37%-427.4pp |
| Employer contribution / active EE | $1,576 | $6,828-76.9% | $6,165-74.4% | $4,742-66.8% |
| Participant deferral / active EE | $7,227 | $8,985-19.6% | $8,363-13.6% | $6,401+12.9% |
| Admin fee / account holder | $19,030 | $13,781+38.1% | $11,614+63.9% | $11,431+66.5% |