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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 | $81,358-65.1% | $155,556-81.8% | $80,959-65.0% |
| Participation rate | 0.0% | 66.3%-66.3pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 14.71% | 33.39%-18.7pp | 64.84%-50.1pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,631 | $3,106-15.3% | $4,675-43.7% | $2,757-4.6% |
| Participant deferral / active EE | $5,057 | $3,455+46.4% | $5,631-10.2% | $4,300+17.6% |
| Admin fee / account holder | $1,842 | $7,994-77.0% | $15,885-88.4% | $6,925-73.4% |