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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 | $38,568 | $232,540-83.4% | $185,117-79.2% | $147,586-73.9% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 18.59% | 43.03%-24.4pp | 40.50%-21.9pp | 578.59%-560.0pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,102 | $5,834-81.1% | $5,045-78.2% | $5,439-79.7% |
| Admin fee / account holder | $721 | $10,275-93.0% | $8,159-91.2% | $10,886-93.4% |