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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 | $201,787 | $69,118+191.9% | $53,647+276.1% | $138,895+45.3% |
| Participation rate | 0.0% | 64.0%-64.0pp | 56.3%-56.3pp | 79.9%-79.9pp |
| Annual return | 16.80% | 248.26%-231.5pp | 358.33%-341.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $859 | $1,189-27.8% | $962-10.7% | $4,194-79.5% |
| Participant deferral / active EE | $5,263 | $2,274+131.5% | $1,813+190.3% | $6,396-17.7% |
| Admin fee / account holder | $952 | $2,724-65.1% | $2,460-61.3% | $12,562-92.4% |