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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 | $118,578 | $65,367+81.4% | $92,915+27.6% | $72,976+62.5% |
| Participation rate | 69.8% | 68.3%+1.5pp | 76.0%-6.2pp | 69.5%+0.4pp |
| Annual return | 21.95% | 42.11%-20.2pp | 109.45%-87.5pp | 81.02%-59.1pp |
| Employer contribution / active EE | $3,824 | $2,594+47.4% | $3,653+4.7% | $2,440+56.7% |
| Participant deferral / active EE | $8,151 | $3,128+160.6% | $4,238+92.3% | $3,608+125.9% |
| Admin fee / account holder | $9,199 | $4,251+116.4% | $5,796+58.7% | $5,124+79.5% |