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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 | $55,152 | $60,442-8.8% | $96,754-43.0% | $87,485-37.0% |
| Participation rate | 58.3% | 58.7%-0.4pp | 70.3%-11.9pp | 68.9%-10.6pp |
| Annual return | 16.44% | 21.97%-5.5pp | 82.04%-65.6pp | 26.06%-9.6pp |
| Employer contribution / active EE | $2,216 | $1,691+31.1% | $2,679-17.3% | $2,596-14.7% |
| Participant deferral / active EE | $6,054 | $3,280+84.6% | $4,758+27.2% | $4,274+41.7% |
| Admin fee / account holder | $8,118 | $5,069+60.1% | $8,905-8.8% | $7,775+4.4% |