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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 | $72,607+23.9% | $90,259-0.3% | $87,485+2.9% |
| Participation rate | 60.5% | 64.8%-4.3pp | 70.7%-10.3pp | 68.9%-8.5pp |
| Annual return | 32.37% | 18.59%+13.8pp | 18.88%+13.5pp | 26.06%+6.3pp |
| Employer contribution / active EE | $3,067 | $1,919+59.8% | $2,291+33.9% | $2,596+18.1% |
| Participant deferral / active EE | $5,145 | $3,055+68.4% | $3,827+34.5% | $4,274+20.4% |
| Admin fee / account holder | $11,063 | $5,947+86.0% | $7,267+52.2% | $7,775+42.3% |