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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 | $73,235 | $181,062-59.6% | $158,223-53.7% | $155,188-52.8% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 20.02% | 57.39%-37.4pp | 52.09%-32.1pp | 148.84%-128.8pp |
| Employer contribution / active EE | $2,522 | $4,565-44.7% | $4,109-38.6% | $4,248-40.6% |
| Participant deferral / active EE | $3,559 | $6,134-42.0% | $5,467-34.9% | $6,531-45.5% |
| Admin fee / account holder | $549 | $18,825-97.1% | $16,047-96.6% | $14,480-96.2% |