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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 | $243,593 | $162,967+49.5% | $135,792+79.4% | $138,895+75.4% |
| Participation rate | 0.0% | 78.3%-78.3pp | 72.6%-72.6pp | 79.9%-79.9pp |
| Annual return | 11.19% | 30.08%-18.9pp | 25.96%-14.8pp | 145.39%-134.2pp |
| Employer contribution / active EE | $2,517 | $4,211-40.2% | $3,496-28.0% | $4,194-40.0% |
| Participant deferral / active EE | $12,640 | $5,640+124.1% | $4,759+165.6% | $6,396+97.6% |
| Admin fee / account holder | $2,162 | $15,306-85.9% | $12,266-82.4% | $12,562-82.8% |