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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 | $89,982 | $67,894+32.5% | $89,340+0.7% | $82,448+9.1% |
| Participation rate | 60.5% | 64.0%-3.6pp | 69.6%-9.1pp | 68.1%-7.6pp |
| Annual return | 32.37% | 19.21%+13.2pp | 20.57%+11.8pp | 41.64%-9.3pp |
| Employer contribution / active EE | $3,067 | $1,828+67.8% | $2,231+37.5% | $2,551+20.2% |
| Participant deferral / active EE | $5,145 | $3,072+67.5% | $3,823+34.6% | $4,139+24.3% |
| Admin fee / account holder | $11,063 | $5,723+93.3% | $6,704+65.0% | $7,234+52.9% |