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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 | $196,744 | $176,402+11.5% | $134,162+46.6% | $158,966+23.8% |
| Participation rate | 0.0% | 78.7%-78.7pp | 72.2%-72.2pp | 82.0%-82.0pp |
| Annual return | 9.83% | 63.66%-53.8pp | 36.35%-26.5pp | 302.95%-293.1pp |
| Employer contribution / active EE | $1,187 | $5,042-76.5% | $3,705-68.0% | $4,762-75.1% |
| Participant deferral / active EE | $4,250 | $4,093+3.8% | $3,500+21.4% | $5,983-29.0% |
| Admin fee / account holder | $2,561 | $8,719-70.6% | $6,685-61.7% | $11,250-77.2% |