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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 | $51,773 | $211,288-75.5% | $178,540-71.0% | $145,884-64.5% |
| Participation rate | 20.0% | 80.8%-60.8pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | 17.07% | 30.27%-13.2pp | 27.15%-10.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,714 | $6,967-46.7% | $6,281-40.9% | $6,690-44.5% |
| Admin fee / account holder | $3,775 | $12,105-68.8% | $10,424-63.8% | $13,392-71.8% |