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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 | $93,320 | $57,073+63.5% | $85,126+9.6% | $80,925+15.3% |
| Participation rate | 65.9% | 56.4%+9.5pp | 67.5%-1.6pp | 67.7%-1.7pp |
| Annual return | 14.09% | 21.69%-7.6pp | 66.63%-52.5pp | 35.65%-21.6pp |
| Employer contribution / active EE | $5,057 | $1,801+180.8% | $2,731+85.1% | $2,756+83.5% |
| Participant deferral / active EE | $11,368 | $3,113+265.2% | $4,523+151.3% | $4,299+164.5% |
| Admin fee / account holder | $12,493 | $4,988+150.5% | $6,160+102.8% | $6,940+80.0% |