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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 | $102,647 | $152,074-32.5% | $137,474-25.3% | $198,609-48.3% |
| Participation rate | 0.0% | 85.3%-85.3pp | 83.5%-83.5pp | 82.4%-82.4pp |
| Annual return | 19.33% | 10.68%+8.7pp | 11.53%+7.8pp | 202.70%-183.4pp |
| Employer contribution / active EE | $0 | $5,444-100.0% | $5,048-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $6,155-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,132 | $11,950-90.5% | $10,602-89.3% | $19,030-94.1% |