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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 | $170,727 | $71,215+139.7% | $93,696+82.2% | $80,935+110.9% |
| Participation rate | 0.0% | 60.4%-60.4pp | 68.7%-68.7pp | 67.7%-67.7pp |
| Annual return | 10.91% | 11.27%-0.4pp | 133.74%-122.8pp | 35.66%-24.7pp |
| Employer contribution / active EE | $1,112 | $1,565-28.9% | $2,422-54.1% | $2,757-59.7% |
| Participant deferral / active EE | $4,127 | $4,037+2.2% | $4,417-6.6% | $4,299-4.0% |
| Admin fee / account holder | $2,089 | $6,958-70.0% | $8,287-74.8% | $6,924-69.8% |