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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 | $57,140+63.3% | $85,240+9.5% | $80,959+15.3% |
| Participation rate | 65.9% | 56.4%+9.5pp | 67.5%-1.6pp | 67.7%-1.8pp |
| Annual return | 14.09% | 21.71%-7.6pp | 66.75%-52.7pp | 35.67%-21.6pp |
| Employer contribution / active EE | $5,057 | $1,802+180.6% | $2,735+84.9% | $2,757+83.4% |
| Participant deferral / active EE | $11,368 | $3,115+264.9% | $4,527+151.1% | $4,300+164.4% |
| Admin fee / account holder | $12,493 | $4,992+150.3% | $6,165+102.6% | $6,925+80.4% |