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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 | $204,916 | $227,399-9.9% | $189,758+8.0% | $198,609+3.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 15.48% | 61.03%-45.5pp | 52.62%-37.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $2,334 | $5,526-57.8% | $4,767-51.0% | $5,055-53.8% |
| Participant deferral / active EE | $9,174 | $6,837+34.2% | $5,856+56.7% | $6,977+31.5% |
| Admin fee / account holder | $3,794 | $25,162-84.9% | $20,388-81.4% | $19,030-80.1% |