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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 | $107,253 | $69,118+55.2% | $53,647+99.9% | $138,895-22.8% |
| Participation rate | 0.0% | 64.0%-64.0pp | 56.3%-56.3pp | 79.9%-79.9pp |
| Annual return | 11.95% | 248.26%-236.3pp | 358.33%-346.4pp | 145.39%-133.4pp |
| Employer contribution / active EE | $2,511 | $1,189+111.1% | $962+161.0% | $4,194-40.1% |
| Participant deferral / active EE | $11,629 | $2,274+411.4% | $1,813+541.4% | $6,396+81.8% |
| Admin fee / account holder | $1,367 | $2,724-49.8% | $2,460-44.4% | $12,562-89.1% |