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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 | $74,451 | $176,402-57.8% | $134,155-44.5% | $158,950-53.2% |
| Participation rate | 0.0% | 78.7%-78.7pp | 72.2%-72.2pp | 82.0%-82.0pp |
| Annual return | 19.17% | 63.66%-44.5pp | 36.34%-17.2pp | 302.91%-283.7pp |
| Employer contribution / active EE | $2,975 | $5,042-41.0% | $3,705-19.7% | $4,762-37.5% |
| Participant deferral / active EE | $1,268 | $4,093-69.0% | $3,500-63.8% | $5,983-78.8% |
| Admin fee / account holder | $502 | $8,719-94.2% | $6,685-92.5% | $11,248-95.5% |