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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 | $167,415-63.0% | $140,514-55.9% | $198,609-68.8% |
| Participation rate | 68.8% | 80.9%-12.1pp | 77.8%-9.0pp | 82.4%-13.6pp |
| Annual return | 14.83% | 13.85%+1.0pp | 14.36%+0.5pp | 202.70%-187.9pp |
| Employer contribution / active EE | $2,479 | $4,088-39.4% | $3,378-26.6% | $5,055-51.0% |
| Participant deferral / active EE | $3,500 | $5,579-37.3% | $4,919-28.8% | $6,977-49.8% |
| Admin fee / account holder | $635 | $16,730-96.2% | $13,697-95.4% | $19,030-96.7% |