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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 | $45,397 | $93,598-51.5% | $135,974-66.6% | $75,173-39.6% |
| Participation rate | 0.0% | 75.2%-75.2pp | 81.9%-81.9pp | 67.2%-67.2pp |
| Annual return | 16.73% | 30.89%-14.2pp | 68.30%-51.6pp | 160.72%-144.0pp |
| Employer contribution / active EE | $2,613 | $3,538-26.1% | $4,859-46.2% | $2,671-2.2% |
| Participant deferral / active EE | $4,087 | $6,405-36.2% | $7,760-47.3% | $4,126-1.0% |
| Admin fee / account holder | $6,166 | $6,978-11.6% | $10,767-42.7% | $5,651+9.1% |