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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 | $47,745 | $85,196-44.0% | $76,383-37.5% | $145,897-67.3% |
| Participation rate | 50.0% | 82.9%-32.9pp | 79.3%-29.3pp | 80.3%-30.3pp |
| Annual return | 16.68% | 13.13%+3.5pp | 13.79%+2.9pp | 552.29%-535.6pp |
| Employer contribution / active EE | $0 | $5,268-100.0% | $4,587-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,987 | $6,386-68.9% | $5,474-63.7% | $6,689-70.3% |
| Admin fee / account holder | $596 | $5,786-89.7% | $5,147-88.4% | $13,390-95.5% |