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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 | $107,003 | $52,279+104.7% | $89,414+19.7% | $79,852+34.0% |
| Participation rate | 14.8% | 57.5%-42.7pp | 68.0%-53.2pp | 69.6%-54.8pp |
| Annual return | 27.65% | 22.16%+5.5pp | 245.50%-217.9pp | 31.72%-4.1pp |
| Employer contribution / active EE | $1,935 | $1,572+23.1% | $2,586-25.2% | $2,471-21.7% |
| Participant deferral / active EE | $2,135 | $2,740-22.1% | $3,890-45.1% | $3,740-42.9% |
| Admin fee / account holder | $1,349 | $3,356-59.8% | $4,883-72.4% | $5,306-74.6% |