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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 | $19,176 | $77,814-75.4% | $158,223-87.9% | $86,983-78.0% |
| Participation rate | 68.0% | 68.4%-0.4pp | 79.2%-11.2pp | 69.5%-1.5pp |
| Annual return | 22.51% | 30.54%-8.0pp | 52.09%-29.6pp | 25.83%-3.3pp |
| Employer contribution / active EE | $2,006 | $2,592-22.6% | $4,109-51.2% | $2,584-22.4% |
| Participant deferral / active EE | $3,271 | $3,2700% | $5,467-40.2% | $4,194-22.0% |
| Admin fee / account holder | $2,377 | $5,879-59.6% | $16,047-85.2% | $7,856-69.7% |