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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 | $115,225-62.4% | $100,712-57.0% | $138,895-68.8% |
| Participation rate | 0.0% | 74.3%-74.3pp | 69.3%-69.3pp | 79.9%-79.9pp |
| Annual return | 16.85% | 40.35%-23.5pp | 33.27%-16.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $9,382 | $2,771+238.6% | $2,313+305.7% | $4,194+123.7% |
| Participant deferral / active EE | $33,587 | $4,699+614.7% | $4,085+722.2% | $6,396+425.1% |
| Admin fee / account holder | $2,980 | $10,844-72.5% | $9,256-67.8% | $12,562-76.3% |