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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 | $107,001 | $50,947+110.0% | $74,551+43.5% | $64,173+66.7% |
| Participation rate | 65.4% | 61.1%+4.3pp | 69.1%-3.8pp | 69.6%-4.2pp |
| Annual return | -6.63% | -1.85%-4.8pp | 32.53%-39.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $449 | $1,115-59.8% | $1,961-77.1% | $2,381-81.2% |
| Participant deferral / active EE | $3,160 | $2,302+37.3% | $3,108+1.6% | $3,470-8.9% |
| Admin fee / account holder | $1,518 | $4,221-64.0% | $5,059-70.0% | $4,887-68.9% |