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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 | $50,826 | $239,571-78.8% | $183,328-72.3% | $137,256-63.0% |
| Participation rate | 35.3% | 82.4%-47.1pp | 77.3%-42.0pp | 80.0%-44.7pp |
| Annual return | 12.69% | 35.69%-23.0pp | 29.67%-17.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $0 | $6,148-100.0% | $5,055-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,671 | $7,995-66.6% | $6,795-60.7% | $6,407-58.3% |
| Admin fee / account holder | $4,727 | $30,059-84.3% | $21,427-77.9% | $12,270-61.5% |