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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 | $66,828 | $50,947+31.2% | $74,549-10.4% | $64,173+4.1% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.1%-9.1pp | 69.6%-9.6pp |
| Annual return | -4.86% | -1.85%-3.0pp | 32.53%-37.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,160 | $1,115+4.0% | $1,961-40.9% | $2,381-51.3% |
| Participant deferral / active EE | $2,354 | $2,302+2.3% | $3,108-24.3% | $3,470-32.2% |
| Admin fee / account holder | $1,764 | $4,221-58.2% | $5,059-65.1% | $4,887-63.9% |