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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 | $61,960 | $136,860-54.7% | $120,344-48.5% | $154,746-60.0% |
| Participation rate | 68.8% | 79.9%-11.1pp | 76.7%-8.0pp | 80.7%-12.0pp |
| Annual return | 14.83% | 21.38%-6.5pp | 20.30%-5.5pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,479 | $3,533-29.8% | $3,020-17.9% | $4,379-43.4% |
| Participant deferral / active EE | $3,500 | $5,793-39.6% | $5,135-31.8% | $6,730-48.0% |
| Admin fee / account holder | $635 | $15,393-95.9% | $12,742-95.0% | $14,365-95.6% |