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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 | $40,440 | $117,846-65.7% | $102,434-60.5% | $145,884-72.3% |
| Participation rate | 56.5% | 78.6%-22.1pp | 76.5%-20.0pp | 80.3%-23.8pp |
| Annual return | 15.49% | 31.90%-16.4pp | 29.46%-14.0pp | 551.85%-536.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,208 | $5,733-26.6% | $5,055-16.7% | $6,690-37.1% |
| Admin fee / account holder | $1,875 | $13,356-86.0% | $9,462-80.2% | $13,392-86.0% |