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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 | $43,310 | $124,980-65.3% | $108,359-60.0% | $154,746-72.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 16.85% | 45.00%-28.1pp | 36.89%-20.0pp | 172.34%-155.5pp |
| Employer contribution / active EE | $9,382 | $2,851+229.1% | $2,399+291.0% | $4,379+114.2% |
| Participant deferral / active EE | $33,587 | $4,743+608.2% | $4,137+711.9% | $6,730+399.0% |
| Admin fee / account holder | $2,980 | $11,502-74.1% | $9,741-69.4% | $14,365-79.3% |