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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 | $122,433 | $84,236+45.3% | $170,435-28.2% | $70,126+74.6% |
| Participation rate | 59.5% | 70.8%-11.4pp | 83.6%-24.1pp | 69.5%-10.1pp |
| Annual return | 18.00% | 23.06%-5.1pp | 205.94%-187.9pp | 73.15%-55.1pp |
| Employer contribution / active EE | $5,160 | $3,387+52.4% | $5,432-5.0% | $2,343+120.3% |
| Participant deferral / active EE | $3,914 | $3,086+26.8% | $4,939-20.8% | $3,332+17.5% |
| Admin fee / account holder | $7,250 | $5,698+27.2% | $13,881-47.8% | $4,645+56.1% |