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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 | $84,828 | $50,947+66.5% | $74,551+13.8% | $64,173+32.2% |
| Participation rate | 60.4% | 61.1%-0.7pp | 69.1%-8.8pp | 69.6%-9.2pp |
| Annual return | -5.42% | -1.85%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $756 | $1,115-32.2% | $1,961-61.4% | $2,381-68.2% |
| Participant deferral / active EE | $3,964 | $2,302+72.3% | $3,108+27.5% | $3,470+14.3% |
| Admin fee / account holder | $3,640 | $4,221-13.8% | $5,059-28.0% | $4,887-25.5% |