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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 | $48,289 | $180,028-73.2% | $138,135-65.0% | $158,950-69.6% |
| Participation rate | 60.0% | 82.2%-22.2pp | 78.7%-18.7pp | 82.0%-22.0pp |
| Annual return | 6.28% | 21.68%-15.4pp | 20.51%-14.2pp | 302.91%-296.6pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,183 | $7,717-6.9% | $6,431+11.7% | $5,983+20.1% |
| Admin fee / account holder | $4,286 | $17,912-76.1% | $11,856-63.8% | $11,248-61.9% |