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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 | $13,297 | $114,013-88.3% | $103,693-87.2% | $155,188-91.4% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 80.8%-80.8pp |
| Annual return | 35.38% | 49.31%-13.9pp | 47.61%-12.2pp | 148.84%-113.5pp |
| Employer contribution / active EE | $2,350 | $3,131-24.9% | $2,920-19.5% | $4,248-44.7% |
| Participant deferral / active EE | $3,369 | $4,970-32.2% | $4,579-26.4% | $6,531-48.4% |
| Admin fee / account holder | $646 | $8,407-92.3% | $7,858-91.8% | $14,480-95.5% |