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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 | $28,324 | $211,288-86.6% | $178,540-84.1% | $145,884-80.6% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 15.74% | 30.27%-14.5pp | 27.15%-11.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,750 | $6,967-74.9% | $6,281-72.1% | $6,690-73.8% |
| Admin fee / account holder | $3,694 | $12,105-69.5% | $10,424-64.6% | $13,392-72.4% |