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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 | $54,849 | $232,540-76.4% | $185,117-70.4% | $147,586-62.8% |
| Participation rate | 25.0% | 82.4%-57.4pp | 77.3%-52.3pp | 82.8%-57.8pp |
| Annual return | 14.68% | 43.03%-28.4pp | 40.50%-25.8pp | 578.59%-563.9pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,569 | $5,834-73.1% | $5,045-68.9% | $5,439-71.2% |
| Admin fee / account holder | $2,645 | $10,275-74.3% | $8,159-67.6% | $10,886-75.7% |