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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 | $46,940 | $152,460-69.2% | $118,746-60.5% | $147,585-68.2% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.3%-78.3pp | 82.8%-82.8pp |
| Annual return | 19.79% | 17.41%+2.4pp | 24.54%-4.8pp | 578.58%-558.8pp |
| Employer contribution / active EE | $6,569 | $5,046+30.2% | $4,193+56.7% | $4,876+34.7% |
| Participant deferral / active EE | $8,404 | $6,212+35.3% | $5,332+57.6% | $5,439+54.5% |
| Admin fee / account holder | $4,147 | $16,953-75.5% | $10,720-61.3% | $10,886-61.9% |