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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 | $138,801 | $112,729+23.1% | $98,716+40.6% | $137,256+1.1% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | 16.17% | 38.48%-22.3pp | 31.81%-15.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,111 | $2,725+14.1% | $2,279+36.5% | $4,156-25.2% |
| Participant deferral / active EE | $10,998 | $4,640+137.0% | $4,048+171.7% | $6,407+71.7% |
| Admin fee / account holder | $3,150 | $10,129-68.9% | $8,703-63.8% | $12,270-74.3% |