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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 | $99,511 | $78,425+26.9% | $95,956+3.7% | $79,858+24.6% |
| Participation rate | 0.0% | 73.5%-73.5pp | 77.1%-77.1pp | 69.6%-69.6pp |
| Annual return | 23.54% | 19.37%+4.2pp | 91.63%-68.1pp | 31.72%-8.2pp |
| Employer contribution / active EE | $732 | $1,945-62.4% | $2,541-71.2% | $2,471-70.4% |
| Participant deferral / active EE | $1,836 | $3,440-46.6% | $4,167-55.9% | $3,740-50.9% |
| Admin fee / account holder | $7,235 | $5,622+28.7% | $6,797+6.5% | $5,306+36.4% |