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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 | $48,708 | $76,407-36.3% | $150,298-67.6% | $82,448-40.9% |
| Participation rate | 0.0% | 66.4%-66.4pp | 77.8%-77.8pp | 68.1%-68.1pp |
| Annual return | 19.96% | 39.99%-20.0pp | 62.79%-42.8pp | 41.64%-21.7pp |
| Employer contribution / active EE | $2,594 | $2,614-0.8% | $4,154-37.6% | $2,551+1.7% |
| Participant deferral / active EE | $6,896 | $3,214+114.5% | $5,453+26.5% | $4,139+66.6% |
| Admin fee / account holder | $9,028 | $6,352+42.1% | $14,116-36.0% | $7,234+24.8% |