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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 | $90,466 | $64,719+39.8% | $112,249-19.4% | $68,486+32.1% |
| Participation rate | 64.6% | 67.2%-2.6pp | 75.1%-10.5pp | 67.9%-3.3pp |
| Annual return | -9.84% | -11.40%+1.6pp | 27.48%-37.3pp | -7.85%-2.0pp |
| Employer contribution / active EE | $1,412 | $2,747-48.6% | $3,636-61.2% | $2,597-45.6% |
| Participant deferral / active EE | $3,908 | $3,565+9.6% | $4,729-17.4% | $4,028-3.0% |
| Admin fee / account holder | $9,505 | $5,232+81.7% | $6,412+48.2% | $5,404+75.9% |