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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 | $55,255 | $176,786-68.7% | $146,643-62.3% | $167,536-67.0% |
| Participation rate | 40.0% | 83.6%-43.6pp | 80.1%-40.1pp | 82.1%-42.1pp |
| Annual return | 11.39% | 24.04%-12.6pp | 22.75%-11.4pp | 478.82%-467.4pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,465 | $6,440-46.2% | $5,506-37.1% | $6,342-45.4% |
| Admin fee / account holder | $1,065 | $13,262-92.0% | $10,280-89.6% | $12,315-91.4% |