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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 | $48,825 | $211,239-76.9% | $178,528-72.7% | $145,877-66.5% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 11.55% | 30.22%-18.7pp | 27.11%-15.6pp | 551.28%-539.7pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,469 | $6,963-78.9% | $6,278-76.6% | $6,691-78.0% |
| Admin fee / account holder | $1,515 | $12,095-87.5% | $10,419-85.5% | $13,402-88.7% |