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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 | $61,413 | $232,540-73.6% | $185,117-66.8% | $147,586-58.4% |
| Participation rate | 35.7% | 82.4%-46.6pp | 77.3%-41.6pp | 82.8%-47.1pp |
| Annual return | 13.86% | 43.03%-29.2pp | 40.50%-26.6pp | 578.59%-564.7pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,641 | $5,834-71.9% | $5,045-67.5% | $5,439-69.8% |
| Admin fee / account holder | $1,443 | $10,275-86.0% | $8,159-82.3% | $10,886-86.7% |