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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 | $92,253 | $82,288+12.1% | $68,794+34.1% | $134,509-31.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -14.63% | -2.19%-12.4pp | -6.37%-8.3pp | 418.13%-432.8pp |
| Employer contribution / active EE | $690 | $3,301-79.1% | $2,656-74.0% | $4,741-85.5% |
| Participant deferral / active EE | $1,954 | $4,738-58.8% | $3,941-50.4% | $6,400-69.5% |
| Admin fee / account holder | $1,199 | $6,482-81.5% | $4,934-75.7% | $11,427-89.5% |