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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 | $67,463 | $50,947+32.4% | $74,549-9.5% | $64,173+5.1% |
| Participation rate | 60.6% | 61.1%-0.5pp | 69.1%-8.5pp | 69.6%-9.0pp |
| Annual return | -3.85% | -1.85%-2.0pp | 32.53%-36.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,941 | $1,115+74.0% | $1,961-1.0% | $2,381-18.5% |
| Participant deferral / active EE | $4,462 | $2,302+93.9% | $3,108+43.6% | $3,470+28.6% |
| Admin fee / account holder | $14,352 | $4,221+240.0% | $5,059+183.7% | $4,887+193.7% |