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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 | $152,640 | $154,228-1.0% | $145,433+5.0% | $137,256+11.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 13.57% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $6,516 | $4,804+35.6% | $4,554+43.1% | $4,156+56.8% |
| Participant deferral / active EE | $12,415 | $8,216+51.1% | $7,897+57.2% | $6,407+93.8% |
| Admin fee / account holder | $1,121 | $14,344-92.2% | $13,129-91.5% | $12,270-90.9% |