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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 | $195,971 | $201,344-2.7% | $184,243+6.4% | $145,877+34.3% |
| Participation rate | 57.1% | 87.5%-30.4pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 19.56% | 29.01%-9.4pp | 28.82%-9.3pp | 551.28%-531.7pp |
| Employer contribution / active EE | $2,141 | $7,022-69.5% | $6,427-66.7% | $4,663-54.1% |
| Participant deferral / active EE | $4,724 | $9,807-51.8% | $9,132-48.3% | $6,691-29.4% |
| Admin fee / account holder | $5,464 | $16,382-66.6% | $13,914-60.7% | $13,402-59.2% |