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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 | $55,288 | $76,407-27.6% | $150,298-63.2% | $82,448-32.9% |
| Participation rate | 0.0% | 66.4%-66.4pp | 77.8%-77.8pp | 68.1%-68.1pp |
| Annual return | 21.34% | 39.99%-18.6pp | 62.79%-41.4pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,994 | $2,614-23.7% | $4,154-52.0% | $2,551-21.8% |
| Participant deferral / active EE | $3,907 | $3,214+21.6% | $5,453-28.3% | $4,139-5.6% |
| Admin fee / account holder | $2,679 | $6,352-57.8% | $14,116-81.0% | $7,234-63.0% |