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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 | $154,880 | $129,737+19.4% | $119,126+30.0% | $154,746+0.1% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 15.36% | 379.08%-363.7pp | 282.11%-266.7pp | 172.34%-157.0pp |
| Employer contribution / active EE | $3,109 | $4,375-28.9% | $4,034-22.9% | $4,379-29.0% |
| Participant deferral / active EE | $7,245 | $5,842+24.0% | $5,318+36.2% | $6,730+7.7% |
| Admin fee / account holder | $896 | $11,961-92.5% | $10,693-91.6% | $14,365-93.8% |