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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 | $11,004 | $114,013-90.3% | $103,693-89.4% | $155,188-92.9% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 80.8%-80.8pp |
| Annual return | 18.59% | 49.31%-30.7pp | 47.61%-29.0pp | 148.84%-130.2pp |
| Employer contribution / active EE | $2,696 | $3,131-13.9% | $2,920-7.7% | $4,248-36.5% |
| Participant deferral / active EE | $4,057 | $4,970-18.4% | $4,579-11.4% | $6,531-37.9% |
| Admin fee / account holder | $1,808 | $8,407-78.5% | $7,858-77.0% | $14,480-87.5% |