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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 | $79,050 | $90,509-12.7% | $78,693+0.5% | $273,968-71.1% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 5.25% | 75.61%-70.4pp | 62.18%-56.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,792 | $3,175-12.1% | $2,850-2.1% | $4,869-42.7% |
| Participant deferral / active EE | $4,498 | $3,901+15.3% | $3,517+27.9% | $5,287-14.9% |
| Admin fee / account holder | $4,743 | $5,264-9.9% | $4,511+5.1% | $10,132-53.2% |