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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 | $32,879 | $58,311-43.6% | $81,882-59.8% | $80,959-59.4% |
| Participation rate | 28.0% | 63.5%-35.5pp | 72.4%-44.4pp | 67.7%-39.7pp |
| Annual return | 10.96% | 41.85%-30.9pp | 779.47%-768.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $436 | $2,347-81.4% | $2,916-85.0% | $2,757-84.2% |
| Participant deferral / active EE | $1,267 | $3,287-61.5% | $4,323-70.7% | $4,300-70.5% |
| Admin fee / account holder | $387 | $4,752-91.9% | $7,360-94.7% | $6,925-94.4% |