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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 | $48,304 | $75,541-36.1% | $152,093-68.2% | $82,637-41.5% |
| Participation rate | 0.0% | 66.5%-66.5pp | 77.8%-77.8pp | 68.1%-68.1pp |
| Annual return | 16.84% | 32.56%-15.7pp | 66.36%-49.5pp | 53.51%-36.7pp |
| Employer contribution / active EE | $732 | $2,622-72.1% | $4,175-82.5% | $2,552-71.3% |
| Participant deferral / active EE | $1,141 | $3,206-64.4% | $5,451-79.1% | $4,126-72.4% |
| Admin fee / account holder | $1,632 | $6,405-74.5% | $14,497-88.7% | $7,339-77.8% |