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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 | $47,538 | $117,895-59.7% | $102,460-53.6% | $145,897-67.4% |
| Participation rate | 53.8% | 78.6%-24.8pp | 76.5%-22.7pp | 80.3%-26.5pp |
| Annual return | 11.14% | 31.92%-20.8pp | 29.47%-18.3pp | 552.29%-541.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,837 | $5,736-68.0% | $5,056-63.7% | $6,689-72.5% |
| Admin fee / account holder | $747 | $13,353-94.4% | $9,460-92.1% | $13,390-94.4% |