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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 | $104,958 | $111,535-5.9% | $105,223-0.3% | $137,256-23.5% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 80.0%-80.0pp |
| Annual return | 13.67% | 237.85%-224.2pp | 180.65%-167.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,649 | $3,939-58.1% | $3,689-55.3% | $4,156-60.3% |
| Participant deferral / active EE | $5,368 | $5,500-2.4% | $5,072+5.8% | $6,407-16.2% |
| Admin fee / account holder | $3,023 | $9,721-68.9% | $8,859-65.9% | $12,270-75.4% |