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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 | $106,524+36.2% | $152,301-4.7% | $87,485+65.9% |
| Participation rate | 3.3% | 75.8%-72.4pp | 82.4%-79.1pp | 68.9%-65.6pp |
| Annual return | 15.29% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.8pp |
| Employer contribution / active EE | $4,841 | $3,371+43.6% | $4,624+4.7% | $2,596+86.4% |
| Participant deferral / active EE | $13,590 | $6,525+108.3% | $8,004+69.8% | $4,274+218.0% |
| Admin fee / account holder | $4,175 | $8,287-49.6% | $14,398-71.0% | $7,775-46.3% |