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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 | $139,433 | $148,629-6.2% | $135,982+2.5% | $139,4870% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 21.02% | 79.33%-58.3pp | 68.32%-47.3pp | 373.84%-352.8pp |
| Employer contribution / active EE | $5,852 | $5,247+11.5% | $4,859+20.4% | $4,755+23.1% |
| Participant deferral / active EE | $46,458 | $8,102+473.4% | $7,760+498.7% | $6,713+592.1% |
| Admin fee / account holder | $955 | $12,406-92.3% | $10,767-91.1% | $11,407-91.6% |