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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 | $21,409 | $57,575-62.8% | $124,067-82.7% | $86,983-75.4% |
| Participation rate | 60.0% | 62.3%-2.3pp | 66.9%-6.9pp | 69.5%-9.5pp |
| Annual return | 21.42% | 19.65%+1.8pp | 31.06%-9.6pp | 25.83%-4.4pp |
| Employer contribution / active EE | $1,568 | $1,615-2.9% | $2,166-27.6% | $2,584-39.3% |
| Participant deferral / active EE | $2,573 | $2,623-1.9% | $3,463-25.7% | $4,194-38.6% |
| Admin fee / account holder | $1,400 | $8,506-83.5% | $7,351-81.0% | $7,856-82.2% |