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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 | $67,562 | $50,958+32.6% | $74,552-9.4% | $64,181+5.3% |
| Participation rate | 60.4% | 61.1%-0.7pp | 69.1%-8.8pp | 69.6%-9.2pp |
| Annual return | -5.09% | -1.86%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $257 | $1,115-77.0% | $1,961-86.9% | $2,381-89.2% |
| Participant deferral / active EE | $2,245 | $2,301-2.4% | $3,108-27.8% | $3,470-35.3% |
| Admin fee / account holder | $15,549 | $4,223+268.2% | $5,060+207.3% | $4,887+218.2% |