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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 | $88,413 | $86,940+1.7% | $102,434-13.7% | $80,935+9.2% |
| Participation rate | 0.0% | 72.4%-72.4pp | 76.5%-76.5pp | 67.7%-67.7pp |
| Annual return | 11.82% | 18.89%-7.1pp | 29.46%-17.6pp | 35.66%-23.8pp |
| Employer contribution / active EE | $1,930 | $2,370-18.5% | $3,023-36.1% | $2,757-30.0% |
| Participant deferral / active EE | $3,387 | $4,121-17.8% | $5,055-33.0% | $4,299-21.2% |
| Admin fee / account holder | $19,194 | $8,047+138.5% | $9,462+102.9% | $6,924+177.2% |