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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 | $48,252 | $115,911-58.4% | $100,530-52.0% | $158,950-69.6% |
| Participation rate | 36.4% | 81.6%-45.2pp | 79.4%-43.0pp | 82.0%-45.6pp |
| Annual return | 9.69% | 34.80%-25.1pp | 30.89%-21.2pp | 302.91%-293.2pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,235 | $6,676-51.5% | $6,271-48.4% | $5,983-45.9% |
| Admin fee / account holder | $6,693 | $10,999-39.2% | $8,083-17.2% | $11,248-40.5% |