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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 | $162,119 | $162,1360% | $152,301+6.4% | $154,746+4.8% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 12.45% | 91.02%-78.6pp | 80.50%-68.0pp | 172.34%-159.9pp |
| Employer contribution / active EE | $2,881 | $4,890-41.1% | $4,624-37.7% | $4,379-34.2% |
| Participant deferral / active EE | $11,637 | $8,341+39.5% | $8,004+45.4% | $6,730+72.9% |
| Admin fee / account holder | $745 | $15,759-95.3% | $14,398-94.8% | $14,365-94.8% |