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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 | $48,850 | $115,911-57.9% | $100,530-51.4% | $158,950-69.3% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 21.39% | 34.80%-13.4pp | 30.89%-9.5pp | 302.91%-281.5pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,750 | $6,676+46.0% | $6,271+55.5% | $5,983+63.0% |
| Admin fee / account holder | $876 | $10,999-92.0% | $8,083-89.2% | $11,248-92.2% |