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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 | $25,197 | $97,020-74.0% | $83,322-69.8% | $135,379-81.4% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | 38.78% | 12.31%+26.5pp | 10.64%+28.1pp | 519.79%-481.0pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,773 | $5,964-20.0% | $5,565-14.2% | $5,609-14.9% |
| Admin fee / account holder | $638 | $8,426-92.4% | $7,540-91.5% | $10,828-94.1% |