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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 | $97,345 | $199,109-51.1% | $173,730-44.0% | $154,746-37.1% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.6%-79.6pp | 80.7%-80.7pp |
| Annual return | 16.08% | 20.02%-3.9pp | 19.96%-3.9pp | 172.34%-156.3pp |
| Employer contribution / active EE | $3,108 | $5,311-41.5% | $4,577-32.1% | $4,379-29.0% |
| Participant deferral / active EE | $8,443 | $7,113+18.7% | $6,326+33.5% | $6,730+25.4% |
| Admin fee / account holder | $1,131 | $20,916-94.6% | $17,523-93.5% | $14,365-92.1% |