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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 | $154,230 | $154,2280% | $145,433+6.0% | $137,256+12.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 14.65% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,593 | $4,804-25.2% | $4,554-21.1% | $4,156-13.6% |
| Participant deferral / active EE | $7,825 | $8,216-4.8% | $7,897-0.9% | $6,407+22.1% |
| Admin fee / account holder | $1,786 | $14,344-87.6% | $13,129-86.4% | $12,270-85.4% |