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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 | $49,621 | $81,276-38.9% | $155,574-68.1% | $80,925-38.7% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 16.20% | 33.36%-17.2pp | 64.87%-48.7pp | 35.65%-19.5pp |
| Employer contribution / active EE | $934 | $3,103-69.9% | $4,676-80.0% | $2,756-66.1% |
| Participant deferral / active EE | $2,350 | $3,453-31.9% | $5,629-58.2% | $4,299-45.3% |
| Admin fee / account holder | $2,565 | $7,993-67.9% | $15,914-83.9% | $6,940-63.0% |