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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 | $74,002 | $59,819+23.7% | $79,583-7.0% | $68,490+8.0% |
| Participation rate | 59.5% | 61.1%-1.6pp | 69.5%-10.0pp | 67.9%-8.4pp |
| Annual return | -13.76% | -12.30%-1.5pp | 0.16%-13.9pp | -7.85%-5.9pp |
| Employer contribution / active EE | $894 | $1,505-40.6% | $2,414-63.0% | $2,597-65.6% |
| Participant deferral / active EE | $3,156 | $3,025+4.3% | $3,986-20.8% | $4,028-21.7% |
| Admin fee / account holder | $4,627 | $4,835-4.3% | $6,835-32.3% | $5,403-14.4% |