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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 | $47,558 | $105,284-54.8% | $150,734-68.4% | $94,015-49.4% |
| Participation rate | 66.2% | 71.7%-5.6pp | 78.4%-12.3pp | 70.8%-4.7pp |
| Annual return | 14.79% | 15.67%-0.9pp | 600.81%-586.0pp | 17.84%-3.1pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,870 | $4,274-9.5% | $5,610-31.0% | $4,249-8.9% |
| Admin fee / account holder | $1,096 | $9,839-88.9% | $14,905-92.6% | $8,951-87.8% |