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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 | $80,386 | $114,013-29.5% | $103,693-22.5% | $155,188-48.2% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 80.8%-80.8pp |
| Annual return | 18.35% | 49.31%-31.0pp | 47.61%-29.3pp | 148.84%-130.5pp |
| Employer contribution / active EE | $4,722 | $3,131+50.8% | $2,920+61.7% | $4,248+11.2% |
| Participant deferral / active EE | $6,043 | $4,970+21.6% | $4,579+32.0% | $6,531-7.5% |
| Admin fee / account holder | $7,656 | $8,407-8.9% | $7,858-2.6% | $14,480-47.1% |