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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 | $87,805 | $78,705+11.6% | $117,860-25.5% | $70,124+25.2% |
| Participation rate | 67.2% | 73.2%-6.0pp | 79.7%-12.5pp | 69.5%-2.3pp |
| Annual return | 19.67% | 23.30%-3.6pp | 335.10%-315.4pp | 73.14%-53.5pp |
| Employer contribution / active EE | $3,499 | $2,223+57.4% | $3,786-7.6% | $2,342+49.4% |
| Participant deferral / active EE | $5,832 | $3,297+76.9% | $4,482+30.1% | $3,332+75.0% |
| Admin fee / account holder | $9,534 | $5,065+88.2% | $8,021+18.9% | $4,645+105.2% |