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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 | $117,943 | $93,617+26.0% | $135,982-13.3% | $75,177+56.9% |
| Participation rate | 53.6% | 75.2%-21.6pp | 81.9%-28.4pp | 67.2%-13.6pp |
| Annual return | 34.65% | 30.89%+3.8pp | 68.32%-33.7pp | 160.75%-126.1pp |
| Employer contribution / active EE | $3,869 | $3,538+9.3% | $4,859-20.4% | $2,671+44.9% |
| Participant deferral / active EE | $6,676 | $6,406+4.2% | $7,760-14.0% | $4,126+61.8% |
| Admin fee / account holder | $620 | $6,980-91.1% | $10,767-94.2% | $5,651-89.0% |