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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 | $144,108 | $89,367+61.3% | $141,191+2.1% | $72,975+97.5% |
| Participation rate | 61.5% | 75.1%-13.6pp | 82.5%-20.9pp | 69.5%-8.0pp |
| Annual return | 19.65% | 111.87%-92.2pp | 71.41%-51.8pp | 81.01%-61.4pp |
| Employer contribution / active EE | $2,782 | $3,115-10.7% | $4,736-41.3% | $2,440+14.0% |
| Participant deferral / active EE | $8,622 | $5,419+59.1% | $6,710+28.5% | $3,608+139.0% |
| Admin fee / account holder | $15,958 | $5,957+167.9% | $10,264+55.5% | $5,124+211.4% |