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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 | $46,718 | $211,288-77.9% | $178,540-73.8% | $145,884-68.0% |
| Participation rate | 41.7% | 80.8%-39.1pp | 77.1%-35.4pp | 80.3%-38.6pp |
| Annual return | 13.60% | 30.27%-16.7pp | 27.15%-13.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,824 | $6,967-73.8% | $6,281-71.0% | $6,690-72.7% |
| Admin fee / account holder | $557 | $12,105-95.4% | $10,424-94.7% | $13,392-95.8% |