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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 | $56,800 | $69,977-18.8% | $108,582-47.7% | $62,881-9.7% |
| Participation rate | 69.0% | 72.9%-3.9pp | 79.6%-10.6pp | 69.3%-0.3pp |
| Annual return | 17.40% | 10.73%+6.7pp | -51.70%+69.1pp | 20.14%-2.7pp |
| Employer contribution / active EE | $2,489 | $2,135+16.6% | $3,758-33.8% | $2,281+9.1% |
| Participant deferral / active EE | $5,974 | $3,165+88.8% | $4,311+38.6% | $3,203+86.5% |
| Admin fee / account holder | $5,410 | $5,076+6.6% | $7,645-29.2% | $4,296+25.9% |