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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 | $72,978 | $64,729+12.7% | $112,263-35.0% | $68,490+6.6% |
| Participation rate | 61.0% | 67.2%-6.2pp | 75.1%-14.1pp | 67.9%-6.9pp |
| Annual return | 1.85% | -11.40%+13.3pp | 27.49%-25.6pp | -7.85%+9.7pp |
| Employer contribution / active EE | $2,541 | $2,746-7.5% | $3,636-30.1% | $2,597-2.2% |
| Participant deferral / active EE | $8,057 | $3,566+126.0% | $4,729+70.4% | $4,028+100.0% |
| Admin fee / account holder | $5,240 | $5,222+0.3% | $6,410-18.3% | $5,403-3.0% |