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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 | $282,059-11.4% | $213,469+17.0% | $154,746+61.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 77.1%-77.1pp | 80.7%-80.7pp |
| Annual return | 10.97% | 20.90%-9.9pp | 20.58%-9.6pp | 172.34%-161.4pp |
| Employer contribution / active EE | $11,250 | $6,189+81.8% | $4,994+125.3% | $4,379+156.9% |
| Participant deferral / active EE | $7,750 | $8,186-5.3% | $6,841+13.3% | $6,730+15.2% |
| Admin fee / account holder | $2,004 | $37,435-94.6% | $27,141-92.6% | $14,365-86.1% |