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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 | $38,346 | $58,493-34.4% | $84,021-54.4% | $72,975-47.5% |
| Participation rate | 40.6% | 61.2%-20.6pp | 69.0%-28.4pp | 69.5%-28.9pp |
| Annual return | 20.00% | 28.93%-8.9pp | 71.32%-51.3pp | 81.01%-61.0pp |
| Employer contribution / active EE | $288 | $1,163-75.2% | $1,984-85.5% | $2,440-88.2% |
| Participant deferral / active EE | $1,350 | $2,394-43.6% | $3,239-58.3% | $3,608-62.6% |
| Admin fee / account holder | $1,623 | $4,569-64.5% | $6,102-73.4% | $5,124-68.3% |