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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 | $40,702 | $105,856-61.6% | $90,161-54.9% | $147,586-72.4% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.7pp | 82.8%-25.7pp |
| Annual return | 17.50% | 37.63%-20.1pp | 34.89%-17.4pp | 578.59%-561.1pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,030 | $5,733-12.3% | $5,287-4.9% | $5,439-7.5% |
| Admin fee / account holder | $1,783 | $8,046-77.8% | $5,943-70.0% | $10,886-83.6% |