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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 | $63,445 | $59,839+6.0% | $81,988-22.6% | $79,858-20.6% |
| Participation rate | 25.0% | 61.6%-36.6pp | 69.3%-44.3pp | 69.6%-44.6pp |
| Annual return | 39.01% | 17.56%+21.4pp | 41.31%-2.3pp | 31.72%+7.3pp |
| Employer contribution / active EE | $548 | $1,713-68.0% | $2,498-78.1% | $2,471-77.8% |
| Participant deferral / active EE | $1,131 | $2,695-58.0% | $3,722-69.6% | $3,740-69.8% |
| Admin fee / account holder | $13,841 | $4,287+222.9% | $5,665+144.3% | $5,306+160.9% |