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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 | $124,980+11.1% | $108,359+28.1% | $154,746-10.3% |
| Participation rate | 0.0% | 75.2%-75.2pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 16.17% | 45.00%-28.8pp | 36.89%-20.7pp | 172.34%-156.2pp |
| Employer contribution / active EE | $3,111 | $2,851+9.1% | $2,399+29.6% | $4,379-29.0% |
| Participant deferral / active EE | $10,998 | $4,743+131.9% | $4,137+165.8% | $6,730+63.4% |
| Admin fee / account holder | $3,150 | $11,502-72.6% | $9,741-67.7% | $14,365-78.1% |