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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 | $36,770 | $94,436-61.1% | $115,599-68.2% | $82,637-55.5% |
| Participation rate | 0.0% | 70.4%-70.4pp | 74.3%-74.3pp | 68.1%-68.1pp |
| Annual return | 13.32% | 18.37%-5.0pp | 111.10%-97.8pp | 53.51%-40.2pp |
| Employer contribution / active EE | $1,510 | $2,324-35.0% | $2,955-48.9% | $2,552-40.8% |
| Participant deferral / active EE | $3,432 | $3,955-13.2% | $4,889-29.8% | $4,126-16.8% |
| Admin fee / account holder | $7,929 | $10,328-23.2% | $12,841-38.3% | $7,339+8.0% |