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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 | $41,280 | $117,895-65.0% | $102,460-59.7% | $145,897-71.7% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 17.69% | 31.92%-14.2pp | 29.47%-11.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,000 | $5,736-30.3% | $5,056-20.9% | $6,689-40.2% |
| Admin fee / account holder | $3,790 | $13,353-71.6% | $9,460-59.9% | $13,390-71.7% |