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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 | $86,013 | $86,949-1.1% | $102,460-16.1% | $80,959+6.2% |
| Participation rate | 65.4% | 72.4%-7.0pp | 76.5%-11.1pp | 67.7%-2.3pp |
| Annual return | 48.11% | 18.89%+29.2pp | 29.47%+18.6pp | 35.67%+12.4pp |
| Employer contribution / active EE | $3,120 | $2,370+31.7% | $3,025+3.1% | $2,757+13.2% |
| Participant deferral / active EE | $11,825 | $4,121+186.9% | $5,056+133.9% | $4,300+175.0% |
| Admin fee / account holder | $14,921 | $8,048+85.4% | $9,460+57.7% | $6,925+115.5% |