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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 | $63,248 | $50,947+24.1% | $74,551-15.2% | $64,173-1.4% |
| Participation rate | 58.1% | 61.1%-3.0pp | 69.1%-11.1pp | 69.6%-11.5pp |
| Annual return | -0.39% | -1.85%+1.5pp | 32.53%-32.9pp | 7.63%-8.0pp |
| Employer contribution / active EE | $512 | $1,115-54.1% | $1,961-73.9% | $2,381-78.5% |
| Participant deferral / active EE | $3,177 | $2,302+38.0% | $3,108+2.2% | $3,470-8.4% |
| Admin fee / account holder | $3,564 | $4,221-15.6% | $5,059-29.6% | $4,887-27.1% |