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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 | $83,597 | $95,404-12.4% | $113,397-26.3% | $82,637+1.2% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.5%-12.2pp | 68.1%-3.8pp |
| Annual return | 40.81% | 19.08%+21.7pp | 23.20%+17.6pp | 53.51%-12.7pp |
| Employer contribution / active EE | $5,453 | $2,307+136.4% | $2,977+83.1% | $2,552+113.7% |
| Participant deferral / active EE | $12,344 | $4,220+192.5% | $5,076+143.2% | $4,126+199.2% |
| Admin fee / account holder | $12,844 | $9,168+40.1% | $11,957+7.4% | $7,339+75.0% |