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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 | $64,856 | $46,697+38.9% | $117,533-44.8% | $68,486-5.3% |
| Participation rate | 61.9% | 56.8%+5.1pp | 70.6%-8.7pp | 67.9%-6.0pp |
| Annual return | -15.28% | -14.52%-0.8pp | 29.77%-45.0pp | -7.85%-7.4pp |
| Employer contribution / active EE | $915 | $1,506-39.2% | $4,179-78.1% | $2,597-64.7% |
| Participant deferral / active EE | $3,662 | $2,637+38.8% | $4,072-10.1% | $4,028-9.1% |
| Admin fee / account holder | $1,923 | $4,023-52.2% | $5,647-65.9% | $5,404-64.4% |