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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 | $52,956 | $48,267+9.7% | $68,808-23.0% | $68,486-22.7% |
| Participation rate | 64.7% | 60.7%+4.0pp | 69.0%-4.3pp | 67.9%-3.2pp |
| Annual return | -17.68% | -12.70%-5.0pp | -6.37%-11.3pp | -7.85%-9.8pp |
| Employer contribution / active EE | $4,090 | $1,829+123.6% | $2,656+54.0% | $2,597+57.5% |
| Participant deferral / active EE | $5,812 | $2,867+102.7% | $3,942+47.4% | $4,028+44.3% |
| Admin fee / account holder | $5,082 | $4,362+16.5% | $4,936+3.0% | $5,404-5.9% |