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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 | $138,312-55.2% | $122,979-49.6% | $155,188-60.1% |
| Participation rate | 68.8% | 80.2%-11.4pp | 77.2%-8.4pp | 80.8%-12.1pp |
| Annual return | 14.83% | 22.06%-7.2pp | 20.12%-5.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $2,479 | $3,530-29.8% | $3,062-19.1% | $4,248-41.6% |
| Participant deferral / active EE | $3,500 | $5,592-37.4% | $5,003-30.0% | $6,531-46.4% |
| Admin fee / account holder | $635 | $15,089-95.8% | $12,864-95.1% | $14,480-95.6% |