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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 | $70,444 | $110,240-36.1% | $96,544-27.0% | $139,487-49.5% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | 12.90% | 26.41%-13.5pp | 25.88%-13.0pp | 373.84%-360.9pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,505 | $5,549-54.9% | $4,851-48.4% | $6,713-62.7% |
| Admin fee / account holder | $6,684 | $11,602-42.4% | $8,254-19.0% | $11,407-41.4% |