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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 | $47,903 | $183,627-73.9% | $155,602-69.2% | $145,978-67.2% |
| Participation rate | 43.8% | 82.7%-38.9pp | 78.2%-34.5pp | 80.3%-36.5pp |
| Annual return | 10.80% | 61.32%-50.5pp | 64.81%-54.0pp | 550.52%-539.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,023 | $6,466-37.8% | $5,629-28.5% | $6,690-39.9% |
| Admin fee / account holder | $1,989 | $19,327-89.7% | $15,923-87.5% | $13,400-85.2% |