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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 | $61,950 | $63,354-2.2% | $94,105-34.2% | $82,637-25.0% |
| Participation rate | 64.9% | 63.8%+1.0pp | 71.9%-7.1pp | 68.1%-3.2pp |
| Annual return | 13.90% | 34.36%-20.5pp | 204.55%-190.7pp | 53.51%-39.6pp |
| Employer contribution / active EE | $2,569 | $1,760+46.0% | $2,504+2.6% | $2,552+0.6% |
| Participant deferral / active EE | $4,619 | $2,873+60.7% | $3,881+19.0% | $4,126+11.9% |
| Admin fee / account holder | $5,777 | $5,073+13.9% | $6,199-6.8% | $7,339-21.3% |