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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 | $64,158 | $54,162+18.5% | $68,612-6.5% | $64,1730% |
| Participation rate | 28.6% | 68.1%-39.5pp | 72.2%-43.7pp | 69.6%-41.0pp |
| Annual return | -6.16% | -1.62%-4.5pp | -4.63%-1.5pp | 7.63%-13.8pp |
| Employer contribution / active EE | $566 | $1,846-69.3% | $2,625-78.4% | $2,381-76.2% |
| Participant deferral / active EE | $1,505 | $2,626-42.7% | $3,311-54.6% | $3,470-56.6% |
| Admin fee / account holder | $475 | $4,029-88.2% | $5,131-90.7% | $4,887-90.3% |