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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 | $41,624 | $182,442-77.2% | $163,379-74.5% | $138,895-70.0% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 15.20% | 72.74%-57.5pp | 63.41%-48.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,480 | $6,817-78.3% | $6,282-76.4% | $6,396-76.9% |
| Admin fee / account holder | $1,692 | $10,396-83.7% | $9,818-82.8% | $12,562-86.5% |