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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 | $165,453 | $124,330+33.1% | $109,173+51.6% | $167,536-1.2% |
| Participation rate | 0.0% | 79.5%-79.5pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 13.05% | 26.04%-13.0pp | 25.75%-12.7pp | 478.82%-465.8pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,449 | $5,256+22.7% | $4,654+38.6% | $6,342+1.7% |
| Admin fee / account holder | $3,101 | $7,974-61.1% | $6,755-54.1% | $12,315-74.8% |