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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 | $50,460 | $58,493-13.7% | $84,023-39.9% | $72,976-30.9% |
| Participation rate | 39.5% | 61.2%-21.8pp | 69.0%-29.5pp | 69.5%-30.0pp |
| Annual return | 23.87% | 28.93%-5.1pp | 71.32%-47.5pp | 81.02%-57.1pp |
| Employer contribution / active EE | $230 | $1,163-80.2% | $1,984-88.4% | $2,440-90.6% |
| Participant deferral / active EE | $1,228 | $2,394-48.7% | $3,239-62.1% | $3,608-66.0% |
| Admin fee / account holder | $1,516 | $4,569-66.8% | $6,102-75.2% | $5,124-70.4% |