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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 | $85,094-43.9% | $76,327-37.4% | $145,877-67.3% |
| Participation rate | 50.0% | 82.9%-32.9pp | 79.2%-29.2pp | 80.3%-30.3pp |
| Annual return | 16.68% | 13.13%+3.5pp | 13.79%+2.9pp | 551.28%-534.6pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,584-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,987 | $6,390-68.9% | $5,478-63.7% | $6,691-70.3% |
| Admin fee / account holder | $596 | $5,773-89.7% | $5,139-88.4% | $13,402-95.6% |