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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 | $35,318 | $147,556-76.1% | $129,031-72.6% | $198,609-82.2% |
| Participation rate | 40.0% | 77.2%-37.2pp | 73.4%-33.4pp | 82.4%-42.4pp |
| Annual return | 56.32% | 37.41%+18.9pp | 34.67%+21.7pp | 202.70%-146.4pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,094 | $5,760-28.9% | $5,217-21.5% | $6,977-41.3% |
| Admin fee / account holder | $1,612 | $15,467-89.6% | $13,208-87.8% | $19,030-91.5% |