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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 | $117,937 | $51,642+128.4% | $129,384-8.8% | $80,935+45.7% |
| Participation rate | 61.3% | 56.9%+4.4pp | 69.6%-8.3pp | 67.7%-6.4pp |
| Annual return | 25.74% | 20.78%+5.0pp | 9461.77%-9436.0pp | 35.66%-9.9pp |
| Employer contribution / active EE | $2,175 | $1,583+37.4% | $4,153-47.6% | $2,757-21.1% |
| Participant deferral / active EE | $2,780 | $2,670+4.1% | $4,166-33.3% | $4,299-35.4% |
| Admin fee / account holder | $8,918 | $4,312+106.8% | $7,686+16.0% | $6,924+28.8% |