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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 | $147,090 | $102,385+43.7% | $147,0800% | $80,935+81.7% |
| Participation rate | 32.0% | 75.9%-43.9pp | 82.2%-50.2pp | 67.7%-35.7pp |
| Annual return | 15.72% | 135.09%-119.4pp | 420.17%-404.4pp | 35.66%-19.9pp |
| Employer contribution / active EE | $1,459 | $3,717-60.7% | $4,933-70.4% | $2,757-47.1% |
| Participant deferral / active EE | $6,150 | $6,651-7.5% | $8,066-23.8% | $4,299+43.0% |
| Admin fee / account holder | $523 | $7,951-93.4% | $12,989-96.0% | $6,924-92.4% |