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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 | $44,307 | $152,612-71.0% | $125,192-64.6% | $152,897-71.0% |
| Participation rate | 55.6% | 83.3%-27.8pp | 79.8%-24.2pp | 82.5%-26.9pp |
| Annual return | 22.77% | 54.85%-32.1pp | 43.79%-21.0pp | 345.43%-322.7pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,817 | $5,868-35.0% | $4,937-22.7% | $5,851-34.8% |
| Admin fee / account holder | $616 | $13,437-95.4% | $9,704-93.6% | $11,599-94.7% |