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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 | $100,611 | $55,889+80.0% | $76,119+32.2% | $80,935+24.3% |
| Participation rate | 58.3% | 62.1%-3.7pp | 69.1%-10.7pp | 67.7%-9.3pp |
| Annual return | 13.71% | 20.58%-6.9pp | 361.25%-347.5pp | 35.66%-21.9pp |
| Employer contribution / active EE | $3,132 | $1,866+67.9% | $2,693+16.3% | $2,757+13.6% |
| Participant deferral / active EE | $6,995 | $3,051+129.3% | $4,259+64.2% | $4,299+62.7% |
| Admin fee / account holder | $8,352 | $5,241+59.4% | $6,421+30.1% | $6,924+20.6% |