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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 | $201,370-2.7% | $184,256+6.4% | $145,897+34.3% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 19.56% | 29.05%-9.5pp | 28.85%-9.3pp | 552.29%-532.7pp |
| Employer contribution / active EE | $2,141 | $7,024-69.5% | $6,427-66.7% | $4,663-54.1% |
| Participant deferral / active EE | $4,724 | $9,808-51.8% | $9,133-48.3% | $6,689-29.4% |
| Admin fee / account holder | $5,464 | $16,364-66.6% | $13,899-60.7% | $13,390-59.2% |