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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 | $38,766 | $117,895-67.1% | $102,460-62.2% | $145,897-73.4% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 11.26% | 31.92%-20.7pp | 29.47%-18.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,757 | $5,736+70.1% | $5,056+93.0% | $6,689+45.9% |
| Admin fee / account holder | $1,160 | $13,353-91.3% | $9,460-87.7% | $13,390-91.3% |