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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 | $100,931 | $65,364+54.4% | $92,909+8.6% | $72,975+38.3% |
| Participation rate | 69.0% | 68.3%+0.7pp | 76.0%-7.0pp | 69.5%-0.5pp |
| Annual return | 48.30% | 42.11%+6.2pp | 109.44%-61.1pp | 81.01%-32.7pp |
| Employer contribution / active EE | $1,227 | $2,594-52.7% | $3,653-66.4% | $2,440-49.7% |
| Participant deferral / active EE | $3,471 | $3,128+11.0% | $4,238-18.1% | $3,608-3.8% |
| Admin fee / account holder | $9,261 | $4,251+117.8% | $5,795+59.8% | $5,124+80.7% |