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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 | $67,446 | $66,431+1.5% | $109,916-38.6% | $85,851-21.4% |
| Participation rate | 31.5% | 63.9%-32.4pp | 74.2%-42.7pp | 69.3%-37.8pp |
| Annual return | 22.87% | 19.59%+3.3pp | 29.46%-6.6pp | 318.63%-295.8pp |
| Employer contribution / active EE | $422 | $1,688-75.0% | $2,844-85.2% | $2,565-83.6% |
| Participant deferral / active EE | $1,431 | $2,844-49.7% | $4,047-64.6% | $3,952-63.8% |
| Admin fee / account holder | $20,077 | $4,559+340.3% | $6,069+230.8% | $6,261+220.7% |