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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 | $249,812 | $407,956-38.8% | $299,830-16.7% | $198,609+25.8% |
| Participation rate | 0.0% | 83.3%-83.3pp | 78.5%-78.5pp | 82.4%-82.4pp |
| Annual return | 10.97% | 6.66%+4.3pp | 10.58%+0.4pp | 202.70%-191.7pp |
| Employer contribution / active EE | $11,250 | $7,661+46.9% | $5,842+92.6% | $5,055+122.5% |
| Participant deferral / active EE | $7,750 | $8,628-10.2% | $7,038+10.1% | $6,977+11.1% |
| Admin fee / account holder | $2,004 | $73,031-97.3% | $50,982-96.1% | $19,030-89.5% |