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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 | $154,260 | $154,2280% | $145,433+6.1% | $137,256+12.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 21.25% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $6,150 | $4,804+28.0% | $4,554+35.0% | $4,156+48.0% |
| Participant deferral / active EE | $14,769 | $8,216+79.8% | $7,897+87.0% | $6,407+130.5% |
| Admin fee / account holder | $12,854 | $14,344-10.4% | $13,129-2.1% | $12,270+4.8% |