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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 | $122,758 | $65,361+87.8% | $92,903+32.1% | $72,983+68.2% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 19.71% | 42.11%-22.4pp | 109.43%-89.7pp | 81.01%-61.3pp |
| Employer contribution / active EE | $3,119 | $2,594+20.2% | $3,653-14.6% | $2,440+27.8% |
| Participant deferral / active EE | $7,388 | $3,128+136.2% | $4,238+74.3% | $3,608+104.8% |
| Admin fee / account holder | $1,669 | $4,251-60.7% | $5,795-71.2% | $5,124-67.4% |