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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 | $27,193 | $126,661-78.5% | $113,397-76.0% | $138,895-80.4% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.5%-76.5pp | 79.9%-79.9pp |
| Annual return | 10.97% | 25.05%-14.1pp | 23.20%-12.2pp | 145.39%-134.4pp |
| Employer contribution / active EE | $6,103 | $3,456+76.6% | $2,977+105.0% | $4,194+45.5% |
| Participant deferral / active EE | $8,711 | $5,693+53.0% | $5,076+71.6% | $6,396+36.2% |
| Admin fee / account holder | $2,944 | $14,549-79.8% | $11,957-75.4% | $12,562-76.6% |