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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 | $52,895 | $99,053-46.6% | $88,179-40.0% | $138,895-61.9% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.1%-69.1pp | 79.9%-79.9pp |
| Annual return | 23.71% | 78.17%-54.5pp | 64.97%-41.3pp | 145.39%-121.7pp |
| Employer contribution / active EE | $2,852 | $2,882-1.1% | $2,549+11.9% | $4,194-32.0% |
| Participant deferral / active EE | $6,547 | $5,225+25.3% | $4,614+41.9% | $6,396+2.4% |
| Admin fee / account holder | $5,991 | $8,748-31.5% | $7,673-21.9% | $12,562-52.3% |