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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 | $105,543 | $57,119+84.8% | $85,187+23.9% | $80,935+30.4% |
| Participation rate | 0.0% | 56.4%-56.4pp | 67.5%-67.5pp | 67.7%-67.7pp |
| Annual return | 10.58% | 21.70%-11.1pp | 66.67%-56.1pp | 35.66%-25.1pp |
| Employer contribution / active EE | $1,438 | $1,802-20.2% | $2,732-47.4% | $2,757-47.8% |
| Participant deferral / active EE | $4,011 | $3,115+28.8% | $4,525-11.4% | $4,299-6.7% |
| Admin fee / account holder | $21,493 | $4,990+330.7% | $6,162+248.8% | $6,924+210.4% |