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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 | $44,270 | $110,410-59.9% | $102,437-56.8% | $145,897-69.7% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 20.00% | 24.85%-4.8pp | 24.95%-4.9pp | 552.29%-532.3pp |
| Employer contribution / active EE | $1,172 | $4,217-72.2% | $3,871-69.7% | $4,663-74.9% |
| Participant deferral / active EE | $2,872 | $5,622-48.9% | $5,060-43.2% | $6,689-57.1% |
| Admin fee / account holder | $7,881 | $9,745-19.1% | $8,388-6.0% | $13,390-41.1% |