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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 | $111,814-60.4% | $103,378-57.2% | $145,978-69.7% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 20.00% | 24.80%-4.8pp | 24.91%-4.9pp | 550.52%-530.5pp |
| Employer contribution / active EE | $1,172 | $4,215-72.2% | $3,870-69.7% | $4,662-74.9% |
| Participant deferral / active EE | $2,872 | $5,618-48.9% | $5,058-43.2% | $6,690-57.1% |
| Admin fee / account holder | $7,881 | $9,764-19.3% | $8,401-6.2% | $13,400-41.2% |