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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 | $125,639 | $125,797-0.1% | $170,028-26.1% | $75,181+67.1% |
| Participation rate | 0.0% | 83.6%-83.6pp | 87.0%-87.0pp | 67.2%-67.2pp |
| Annual return | 23.52% | 27.20%-3.7pp | 53.39%-29.9pp | 160.69%-137.2pp |
| Employer contribution / active EE | $8,831 | $4,616+91.3% | $6,788+30.1% | $2,671+230.7% |
| Participant deferral / active EE | $9,844 | $6,838+44.0% | $10,409-5.4% | $4,126+138.6% |
| Admin fee / account holder | $20,000 | $8,177+144.6% | $12,820+56.0% | $5,650+254.0% |