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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 | $89,071 | $64,729+37.6% | $112,263-20.7% | $68,490+30.0% |
| Participation rate | 66.1% | 67.2%-1.0pp | 75.1%-8.9pp | 67.9%-1.8pp |
| Annual return | -16.93% | -11.40%-5.5pp | 27.49%-44.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $864 | $2,746-68.5% | $3,636-76.2% | $2,597-66.7% |
| Participant deferral / active EE | $6,784 | $3,566+90.3% | $4,729+43.4% | $4,028+68.4% |
| Admin fee / account holder | $2,729 | $5,222-47.7% | $6,410-57.4% | $5,403-49.5% |