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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 | $21,375 | $103,164-79.3% | $90,259-76.3% | $154,746-86.2% |
| Participation rate | 63.6% | 76.1%-12.5pp | 70.7%-7.1pp | 80.7%-17.1pp |
| Annual return | 19.31% | 19.25%+0.1pp | 18.88%+0.4pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,369 | $2,532-45.9% | $2,291-40.3% | $4,379-68.7% |
| Participant deferral / active EE | $1,620 | $4,422-63.4% | $3,827-57.7% | $6,730-75.9% |
| Admin fee / account holder | $741 | $8,593-91.4% | $7,267-89.8% | $14,365-94.8% |