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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 | $154,247 | $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 | 15.08% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $4,033 | $4,804-16.1% | $4,554-11.5% | $4,156-3.0% |
| Participant deferral / active EE | $10,147 | $8,216+23.5% | $7,897+28.5% | $6,407+58.4% |
| Admin fee / account holder | $7,004 | $14,344-51.2% | $13,129-46.7% | $12,270-42.9% |