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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 | $32,796 | $175,231-81.3% | $149,696-78.1% | $139,466-76.5% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 18.21% | 166.77%-148.6pp | 134.46%-116.2pp | 373.66%-355.5pp |
| Employer contribution / active EE | $2,012 | $5,478-63.3% | $4,821-58.3% | $4,754-57.7% |
| Participant deferral / active EE | $5,094 | $6,521-21.9% | $5,682-10.4% | $6,712-24.1% |
| Admin fee / account holder | $7,340 | $16,155-54.6% | $13,212-44.4% | $11,409-35.7% |