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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 | $178,174-45.4% | $156,181-37.7% | $137,256-29.1% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | 16.08% | 84.19%-68.1pp | 64.87%-48.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,108 | $4,972-37.5% | $4,294-27.6% | $4,156-25.2% |
| Participant deferral / active EE | $8,443 | $6,888+22.6% | $6,132+37.7% | $6,407+31.8% |
| Admin fee / account holder | $1,131 | $17,404-93.5% | $14,586-92.2% | $12,270-90.8% |