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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 | $154,809 | $129,737+19.3% | $119,126+30.0% | $154,7460% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 14.45% | 379.08%-364.6pp | 282.11%-267.7pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,144 | $4,375-73.9% | $4,034-71.6% | $4,379-73.9% |
| Participant deferral / active EE | $6,738 | $5,842+15.3% | $5,318+26.7% | $6,730+0.1% |
| Admin fee / account holder | $615 | $11,961-94.9% | $10,693-94.3% | $14,365-95.7% |