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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 | $65,880 | $69,977-5.9% | $108,582-39.3% | $62,881+4.8% |
| Participation rate | 66.7% | 72.9%-6.2pp | 79.6%-12.9pp | 69.3%-2.6pp |
| Annual return | 6.77% | 10.73%-4.0pp | -51.70%+58.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,932 | $2,135+37.4% | $3,758-22.0% | $2,281+28.6% |
| Participant deferral / active EE | $4,529 | $3,165+43.1% | $4,311+5.1% | $3,203+41.4% |
| Admin fee / account holder | $375 | $5,076-92.6% | $7,645-95.1% | $4,296-91.3% |