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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 | $60,951 | $69,977-12.9% | $108,582-43.9% | $62,881-3.1% |
| Participation rate | 69.8% | 72.9%-3.1pp | 79.6%-9.8pp | 69.3%+0.5pp |
| Annual return | 5.63% | 10.73%-5.1pp | -51.70%+57.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,375 | $2,135+11.2% | $3,758-36.8% | $2,281+4.1% |
| Participant deferral / active EE | $4,406 | $3,165+39.2% | $4,311+2.2% | $3,203+37.6% |
| Admin fee / account holder | $8,980 | $5,076+76.9% | $7,645+17.5% | $4,296+109.0% |