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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 | $58,199 | $162,812-64.3% | $133,971-56.6% | $158,966-63.4% |
| Participation rate | 46.7% | 83.2%-36.6pp | 79.8%-33.2pp | 82.0%-35.3pp |
| Annual return | 11.47% | 41.94%-30.5pp | 45.09%-33.6pp | 302.95%-291.5pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,056 | $5,910-31.4% | $5,047-19.6% | $5,983-32.2% |
| Admin fee / account holder | $2,370 | $11,741-79.8% | $8,929-73.5% | $11,250-78.9% |