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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 | $69,087 | $93,346-26.0% | $71,796-3.8% | $273,970-74.8% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 83.0%-20.5pp |
| Annual return | 7.47% | 130.39%-122.9pp | 78.04%-70.6pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,023 | $2,733-26.0% | $1,924+5.1% | $4,869-58.4% |
| Participant deferral / active EE | $5,301 | $3,475+52.5% | $2,794+89.7% | $5,287+0.3% |
| Admin fee / account holder | $1,069 | $6,571-83.7% | $4,815-77.8% | $10,132-89.4% |