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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 | $85,109 | $51,638+64.8% | $129,406-34.2% | $80,959+5.1% |
| Participation rate | 57.5% | 56.9%+0.6pp | 69.6%-12.1pp | 67.7%-10.2pp |
| Annual return | 34.33% | 20.78%+13.6pp | 9468.18%-9433.8pp | 35.67%-1.3pp |
| Employer contribution / active EE | $4,140 | $1,584+161.4% | $4,155-0.4% | $2,757+50.1% |
| Participant deferral / active EE | $8,604 | $2,670+222.2% | $4,167+106.5% | $4,300+100.1% |
| Admin fee / account holder | $9,521 | $4,313+120.7% | $7,689+23.8% | $6,925+37.5% |