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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 | $145,122 | $107,421+35.1% | $182,262-20.4% | $94,015+54.4% |
| Participation rate | 3.3% | 77.8%-74.4pp | 84.2%-80.9pp | 70.8%-67.5pp |
| Annual return | 15.29% | 21.32%-6.0pp | 140.60%-125.3pp | 17.84%-2.6pp |
| Employer contribution / active EE | $4,841 | $3,448+40.4% | $5,046-4.1% | $2,790+73.5% |
| Participant deferral / active EE | $13,590 | $6,558+107.2% | $8,276+64.2% | $4,249+219.8% |
| Admin fee / account holder | $4,175 | $8,692-52.0% | $16,712-75.0% | $8,951-53.4% |