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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 | $64,887 | $67,411-3.7% | $91,004-28.7% | $70,126-7.5% |
| Participation rate | 64.4% | 71.4%-7.0pp | 75.6%-11.2pp | 69.5%-5.1pp |
| Annual return | 20.58% | -40.16%+60.7pp | 4.60%+16.0pp | 73.15%-52.6pp |
| Employer contribution / active EE | $2,253 | $1,786+26.1% | $2,456-8.3% | $2,343-3.8% |
| Participant deferral / active EE | $5,269 | $2,823+86.7% | $3,548+48.5% | $3,332+58.1% |
| Admin fee / account holder | $690 | $4,236-83.7% | $5,417-87.3% | $4,645-85.1% |