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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 | $63,453 | $72,177-12.1% | $115,038-44.8% | $59,633+6.4% |
| Participation rate | 67.7% | 72.6%-4.8pp | 81.4%-13.6pp | 68.7%-0.9pp |
| Annual return | -1.77% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $2,270 | $2,841-20.1% | $4,608-50.7% | $2,203+3.1% |
| Participant deferral / active EE | $4,511 | $4,783-5.7% | $6,026-25.2% | $3,192+41.3% |
| Admin fee / account holder | $886 | $4,927-82.0% | $8,175-89.2% | $4,297-79.4% |