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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 | $50,296 | $53,128-5.3% | $86,582-41.9% | $70,126-28.3% |
| Participation rate | 0.0% | 65.3%-65.3pp | 73.5%-73.5pp | 69.5%-69.5pp |
| Annual return | 19.19% | 27.66%-8.5pp | 965.08%-945.9pp | 73.15%-54.0pp |
| Employer contribution / active EE | $1,597 | $2,068-22.8% | $2,839-43.8% | $2,343-31.8% |
| Participant deferral / active EE | $2,376 | $2,695-11.8% | $3,609-34.2% | $3,332-28.7% |
| Admin fee / account holder | $951 | $3,584-73.5% | $4,904-80.6% | $4,645-79.5% |