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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 | $31,635 | $58,311-45.7% | $81,882-61.4% | $80,959-60.9% |
| Participation rate | 40.0% | 63.5%-23.5pp | 72.4%-32.4pp | 67.7%-27.7pp |
| Annual return | 13.19% | 41.85%-28.7pp | 779.47%-766.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $400 | $2,347-83.0% | $2,916-86.3% | $2,757-85.5% |
| Participant deferral / active EE | $4,213 | $3,287+28.2% | $4,323-2.5% | $4,300-2.0% |
| Admin fee / account holder | $7,316 | $4,752+54.0% | $7,360-0.6% | $6,925+5.6% |