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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 | $41,557 | $59,804-30.5% | $81,982-49.3% | $79,856-48.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 69.3%-69.3pp | 69.6%-69.6pp |
| Annual return | 17.01% | 17.56%-0.5pp | 41.31%-24.3pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,335 | $1,713+36.3% | $2,498-6.6% | $2,471-5.5% |
| Participant deferral / active EE | $5,722 | $2,695+112.3% | $3,722+53.7% | $3,741+53.0% |
| Admin fee / account holder | $3,837 | $4,288-10.5% | $5,665-32.3% | $5,306-27.7% |