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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 | $144,980 | $89,364+62.2% | $141,177+2.7% | $72,983+98.6% |
| Participation rate | 3.3% | 75.1%-71.8pp | 82.5%-79.1pp | 69.5%-66.2pp |
| Annual return | 24.95% | 111.86%-86.9pp | 71.40%-46.5pp | 81.01%-56.1pp |
| Employer contribution / active EE | $3,019 | $3,115-3.1% | $4,736-36.3% | $2,440+23.7% |
| Participant deferral / active EE | $4,270 | $5,419-21.2% | $6,710-36.4% | $3,608+18.4% |
| Admin fee / account holder | $3,880 | $5,959-34.9% | $10,263-62.2% | $5,124-24.3% |