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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 | $117,329 | $81,487+44.0% | $102,412+14.6% | $80,935+45.0% |
| Participation rate | 58.4% | 66.8%-8.4pp | 74.5%-16.1pp | 67.7%-9.2pp |
| Annual return | 14.15% | 25.60%-11.4pp | 24.94%-10.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $3,630 | $3,103+17.0% | $3,870-6.2% | $2,757+31.7% |
| Participant deferral / active EE | $7,370 | $3,871+90.4% | $5,060+45.6% | $4,299+71.4% |
| Admin fee / account holder | $3,489 | $6,717-48.1% | $8,388-58.4% | $6,924-49.6% |