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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 | $79,174 | $88,672-10.7% | $105,223-24.8% | $82,448-4.0% |
| Participation rate | 0.0% | 67.9%-67.9pp | 75.0%-75.0pp | 68.1%-68.1pp |
| Annual return | 18.58% | 30.86%-12.3pp | 180.65%-162.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $4,544 | $3,048+49.1% | $3,689+23.2% | $2,551+78.1% |
| Participant deferral / active EE | $9,714 | $4,036+140.7% | $5,072+91.5% | $4,139+134.7% |
| Admin fee / account holder | $3,694 | $7,146-48.3% | $8,859-58.3% | $7,234-48.9% |