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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 | $60,471 | $69,977-13.6% | $108,582-44.3% | $62,881-3.8% |
| Participation rate | 63.6% | 72.9%-9.3pp | 79.6%-15.9pp | 69.3%-5.7pp |
| Annual return | 8.23% | 10.73%-2.5pp | -51.70%+59.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,767 | $2,135+29.6% | $3,758-26.4% | $2,281+21.3% |
| Participant deferral / active EE | $5,173 | $3,165+63.5% | $4,311+20.0% | $3,203+61.5% |
| Admin fee / account holder | $3,849 | $5,076-24.2% | $7,645-49.7% | $4,296-10.4% |