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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 | $189,588 | $72,071+163.1% | $68,368+177.3% | $137,256+38.1% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 15.42% | 353.14%-337.7pp | 292.57%-277.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,953 | $2,788-29.9% | $2,649-26.3% | $4,156-53.0% |
| Participant deferral / active EE | $4,572 | $4,410+3.7% | $4,123+10.9% | $6,407-28.6% |
| Admin fee / account holder | $4,600 | $5,336-13.8% | $5,150-10.7% | $12,270-62.5% |