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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 | $57,731 | $64,719-10.8% | $112,249-48.6% | $68,486-15.7% |
| Participation rate | 67.3% | 67.2%+0.2pp | 75.1%-7.8pp | 67.9%-0.6pp |
| Annual return | -17.37% | -11.40%-6.0pp | 27.48%-44.9pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,757 | $2,747+0.4% | $3,636-24.2% | $2,597+6.2% |
| Participant deferral / active EE | $6,498 | $3,565+82.3% | $4,729+37.4% | $4,028+61.3% |
| Admin fee / account holder | $5,568 | $5,232+6.4% | $6,412-13.2% | $5,404+3.0% |