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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 | $44,287 | $90,486-51.1% | $78,676-43.7% | $273,972-83.8% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 5.63% | 75.62%-70.0pp | 62.19%-56.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,101 | $3,175-65.3% | $2,850-61.4% | $4,869-77.4% |
| Participant deferral / active EE | $1,101 | $3,901-71.8% | $3,517-68.7% | $5,287-79.2% |
| Admin fee / account holder | $469 | $5,263-91.1% | $4,510-89.6% | $10,133-95.4% |