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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 | $66,604 | $62,586+6.4% | $76,766-13.2% | $64,181+3.8% |
| Participation rate | 28.2% | 72.8%-44.6pp | 77.0%-48.8pp | 69.6%-41.4pp |
| Annual return | -6.98% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $524 | $1,832-71.4% | $2,485-78.9% | $2,381-78.0% |
| Participant deferral / active EE | $1,639 | $3,145-47.9% | $3,851-57.4% | $3,470-52.8% |
| Admin fee / account holder | $388 | $4,667-91.7% | $6,675-94.2% | $4,887-92.1% |