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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 | $62,427 | $42,909+45.5% | $152,093-59.0% | $71,012-12.1% |
| Participation rate | 21.0% | 54.7%-33.7pp | 77.8%-56.8pp | 58.6%-37.6pp |
| Annual return | 13.66% | 30.57%-16.9pp | 66.36%-52.7pp | 37.67%-24.0pp |
| Employer contribution / active EE | $548 | $1,369-60.0% | $4,175-86.9% | $2,348-76.7% |
| Participant deferral / active EE | $702 | $1,904-63.1% | $5,451-87.1% | $3,246-78.4% |
| Admin fee / account holder | $3,132 | $1,014+208.9% | $14,497-78.4% | $1,167+168.4% |