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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 | $50,963 | $152,612-66.6% | $125,192-59.3% | $152,897-66.7% |
| Participation rate | 55.0% | 83.3%-28.3pp | 79.8%-24.8pp | 82.5%-27.5pp |
| Annual return | 17.56% | 54.85%-37.3pp | 43.79%-26.2pp | 345.43%-327.9pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,286 | $5,868-44.0% | $4,937-33.5% | $5,851-43.8% |
| Admin fee / account holder | $609 | $13,437-95.5% | $9,704-93.7% | $11,599-94.7% |