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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 | $99,504 | $117,829-15.6% | $102,423-2.9% | $145,877-31.8% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 12.16% | 31.83%-19.7pp | 29.42%-17.3pp | 551.28%-539.1pp |
| Employer contribution / active EE | $6,250 | $3,615+72.9% | $3,023+106.8% | $4,663+34.0% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,176 | $13,335-91.2% | $9,455-87.6% | $13,402-91.2% |