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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 | $58,065 | $50,947+14.0% | $74,551-22.1% | $64,173-9.5% |
| Participation rate | 68.8% | 61.1%+7.7pp | 69.1%-0.4pp | 69.6%-0.8pp |
| Annual return | -2.20% | -1.85%-0.3pp | 32.53%-34.7pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,009 | $1,115-9.6% | $1,961-48.6% | $2,381-57.6% |
| Participant deferral / active EE | $2,698 | $2,302+17.2% | $3,108-13.2% | $3,470-22.2% |
| Admin fee / account holder | $754 | $4,221-82.1% | $5,059-85.1% | $4,887-84.6% |