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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 | $41,129 | $81,358-49.4% | $155,556-73.6% | $80,959-49.2% |
| Participation rate | 0.0% | 66.3%-66.3pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 14.98% | 33.39%-18.4pp | 64.84%-49.9pp | 35.67%-20.7pp |
| Employer contribution / active EE | $2,681 | $3,106-13.7% | $4,675-42.6% | $2,757-2.7% |
| Participant deferral / active EE | $6,832 | $3,455+97.7% | $5,631+21.3% | $4,300+58.9% |
| Admin fee / account holder | $1,459 | $7,994-81.7% | $15,885-90.8% | $6,925-78.9% |