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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 | $91,362 | $100,147-8.8% | $81,286+12.4% | $145,877-37.4% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 9.86% | 34.44%-24.6pp | 24.80%-14.9pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,508 | $2,977-49.3% | $2,463-38.8% | $4,663-67.7% |
| Participant deferral / active EE | $5,038 | $4,607+9.3% | $3,883+29.7% | $6,691-24.7% |
| Admin fee / account holder | $2,554 | $8,201-68.9% | $5,764-55.7% | $13,402-80.9% |