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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 | $28,364 | $81,276-65.1% | $155,574-81.8% | $80,925-64.9% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 14.71% | 33.36%-18.7pp | 64.87%-50.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $2,631 | $3,103-15.2% | $4,676-43.7% | $2,756-4.6% |
| Participant deferral / active EE | $5,057 | $3,453+46.5% | $5,629-10.2% | $4,299+17.6% |
| Admin fee / account holder | $1,842 | $7,993-77.0% | $15,914-88.4% | $6,940-73.5% |