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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 | $148,785 | $157,829-5.7% | $136,867+8.7% | $198,609-25.1% |
| Participation rate | 0.0% | 77.2%-77.2pp | 74.5%-74.5pp | 82.4%-82.4pp |
| Annual return | 18.62% | 51.25%-32.6pp | 42.97%-24.4pp | 202.70%-184.1pp |
| Employer contribution / active EE | $8,674 | $3,923+121.1% | $3,547+144.6% | $5,055+71.6% |
| Participant deferral / active EE | $4,629 | $5,463-15.3% | $4,924-6.0% | $6,977-33.7% |
| Admin fee / account holder | $2,832 | $11,107-74.5% | $10,340-72.6% | $19,030-85.1% |