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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 | $46,834 | $152,612-69.3% | $125,192-62.6% | $152,897-69.4% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.5%-20.0pp |
| Annual return | 15.41% | 54.85%-39.4pp | 43.79%-28.4pp | 345.43%-330.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,857 | $5,868-68.4% | $4,937-62.4% | $5,851-68.3% |
| Admin fee / account holder | $1,564 | $13,437-88.4% | $9,704-83.9% | $11,599-86.5% |