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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 | $97,648-62.3% | $121,663-69.8% | $87,485-58.0% |
| Participation rate | 0.0% | 70.5%-70.5pp | 74.5%-74.5pp | 68.9%-68.9pp |
| Annual return | 13.32% | 18.03%-4.7pp | 147.54%-134.2pp | 26.06%-12.7pp |
| Employer contribution / active EE | $1,510 | $2,300-34.4% | $3,020-50.0% | $2,596-41.9% |
| Participant deferral / active EE | $3,432 | $3,923-12.5% | $4,887-29.8% | $4,274-19.7% |
| Admin fee / account holder | $7,929 | $11,100-28.6% | $14,289-44.5% | $7,775+2.0% |