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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 | $22,013 | $84,236-73.9% | $170,435-87.1% | $70,126-68.6% |
| Participation rate | 0.0% | 70.8%-70.8pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 22.09% | 23.06%-1.0pp | 205.94%-183.8pp | 73.15%-51.1pp |
| Employer contribution / active EE | $1,930 | $3,387-43.0% | $5,432-64.5% | $2,343-17.6% |
| Participant deferral / active EE | $3,580 | $3,086+16.0% | $4,939-27.5% | $3,332+7.5% |
| Admin fee / account holder | $1,546 | $5,698-72.9% | $13,881-88.9% | $4,645-66.7% |