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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 | $56,409 | $162,785-65.3% | $133,959-57.9% | $158,950-64.5% |
| Participation rate | 54.2% | 83.2%-29.1pp | 79.8%-25.7pp | 82.0%-27.8pp |
| Annual return | 13.78% | 41.94%-28.2pp | 45.09%-31.3pp | 302.91%-289.1pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,990 | $5,910-49.4% | $5,047-40.8% | $5,983-50.0% |
| Admin fee / account holder | $6,580 | $11,738-43.9% | $8,928-26.3% | $11,248-41.5% |