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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 | $82,281 | $50,947+61.5% | $74,549+10.4% | $64,173+28.2% |
| Participation rate | 58.7% | 61.1%-2.3pp | 69.1%-10.4pp | 69.6%-10.8pp |
| Annual return | -6.11% | -1.85%-4.3pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $665 | $1,115-40.4% | $1,961-66.1% | $2,381-72.1% |
| Participant deferral / active EE | $2,131 | $2,302-7.4% | $3,108-31.4% | $3,470-38.6% |
| Admin fee / account holder | $775 | $4,221-81.6% | $5,059-84.7% | $4,887-84.1% |