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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 | $74,870 | $69,118+8.3% | $53,647+39.6% | $138,895-46.1% |
| Participation rate | 0.0% | 64.0%-64.0pp | 56.3%-56.3pp | 79.9%-79.9pp |
| Annual return | 17.21% | 248.26%-231.1pp | 358.33%-341.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $2,231 | $1,189+87.5% | $962+131.9% | $4,194-46.8% |
| Participant deferral / active EE | $7,092 | $2,274+211.9% | $1,813+291.2% | $6,396+10.9% |
| Admin fee / account holder | $3,855 | $2,724+41.5% | $2,460+56.7% | $12,562-69.3% |