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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 | $170,555 | $88,672+92.3% | $105,223+62.1% | $82,448+106.9% |
| Participation rate | 68.0% | 67.9%+0.1pp | 75.0%-7.0pp | 68.1%-0.1pp |
| Annual return | 35.75% | 30.86%+4.9pp | 180.65%-144.9pp | 41.64%-5.9pp |
| Employer contribution / active EE | $3,279 | $3,048+7.6% | $3,689-11.1% | $2,551+28.5% |
| Participant deferral / active EE | $9,073 | $4,036+124.8% | $5,072+78.9% | $4,139+119.2% |
| Admin fee / account holder | $9,762 | $7,146+36.6% | $8,859+10.2% | $7,234+34.9% |