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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 | $47,406 | $165,939-71.4% | $122,354-61.3% | $147,586-67.9% |
| Participation rate | 60.0% | 79.6%-19.6pp | 71.6%-11.6pp | 82.8%-22.8pp |
| Annual return | 11.99% | 34.56%-22.6pp | 30.28%-18.3pp | 578.59%-566.6pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,250 | $4,005+56.0% | $3,287+90.1% | $5,439+14.9% |
| Admin fee / account holder | $404 | $7,425-94.6% | $5,479-92.6% | $10,886-96.3% |