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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 | $106,986 | $53,596+99.6% | $90,655+18.0% | $64,181+66.7% |
| Participation rate | 63.9% | 64.5%-0.6pp | 74.0%-10.1pp | 69.6%-5.7pp |
| Annual return | -6.76% | 4.41%-11.2pp | 1.89%-8.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $4,013 | $1,503+167.0% | $2,532+58.5% | $2,381+68.6% |
| Participant deferral / active EE | $4,953 | $2,459+101.5% | $3,425+44.6% | $3,470+42.8% |
| Admin fee / account holder | $4,967 | $3,868+28.4% | $4,994-0.5% | $4,887+1.6% |