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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 | $205,609 | $227,399-9.6% | $189,758+8.4% | $198,609+3.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 18.60% | 61.03%-42.4pp | 52.62%-34.0pp | 202.70%-184.1pp |
| Employer contribution / active EE | $2,659 | $5,526-51.9% | $4,767-44.2% | $5,055-47.4% |
| Participant deferral / active EE | $8,425 | $6,837+23.2% | $5,856+43.9% | $6,977+20.8% |
| Admin fee / account holder | $403 | $25,162-98.4% | $20,388-98.0% | $19,030-97.9% |