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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 | $37,715 | $232,540-83.8% | $185,117-79.6% | $147,586-74.4% |
| Participation rate | 57.1% | 82.4%-25.2pp | 77.3%-20.1pp | 82.8%-25.7pp |
| Annual return | 13.01% | 43.03%-30.0pp | 40.50%-27.5pp | 578.59%-565.6pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,695 | $5,834-70.9% | $5,045-66.4% | $5,439-68.8% |
| Admin fee / account holder | $5,263 | $10,275-48.8% | $8,159-35.5% | $10,886-51.7% |