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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 | $135,182 | $87,106+55.2% | $105,607+28.0% | $80,935+67.0% |
| Participation rate | 37.5% | 70.4%-32.9pp | 75.3%-37.8pp | 67.7%-30.2pp |
| Annual return | 18.52% | 17.01%+1.5pp | 116.11%-97.6pp | 35.66%-17.1pp |
| Employer contribution / active EE | $3,603 | $2,396+50.4% | $3,167+13.8% | $2,757+30.7% |
| Participant deferral / active EE | $3,836 | $3,986-3.8% | $5,011-23.4% | $4,299-10.8% |
| Admin fee / account holder | $12,317 | $8,447+45.8% | $10,958+12.4% | $6,924+77.9% |