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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 | $59,194 | $60,442-2.1% | $96,754-38.8% | $87,485-32.3% |
| Participation rate | 64.9% | 58.7%+6.2pp | 70.3%-5.4pp | 68.9%-4.1pp |
| Annual return | 15.47% | 21.97%-6.5pp | 82.04%-66.6pp | 26.06%-10.6pp |
| Employer contribution / active EE | $2,794 | $1,691+65.3% | $2,679+4.3% | $2,596+7.6% |
| Participant deferral / active EE | $6,959 | $3,280+112.2% | $4,758+46.3% | $4,274+62.8% |
| Admin fee / account holder | $8,495 | $5,069+67.6% | $8,905-4.6% | $7,775+9.3% |