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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 | $77,512 | $45,050+72.1% | $63,018+23.0% | $70,126+10.5% |
| Participation rate | 0.0% | 69.5%-69.5pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 18.10% | 18.76%-0.7pp | 87.62%-69.5pp | 73.15%-55.1pp |
| Employer contribution / active EE | $478 | $2,052-76.7% | $2,761-82.7% | $2,343-79.6% |
| Participant deferral / active EE | $836 | $2,466-66.1% | $3,330-74.9% | $3,332-74.9% |
| Admin fee / account holder | $4,400 | $2,834+55.3% | $3,601+22.2% | $4,645-5.3% |