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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 | $102,844 | $65,367+57.3% | $92,915+10.7% | $72,976+40.9% |
| Participation rate | 0.0% | 68.3%-68.3pp | 76.0%-76.0pp | 69.5%-69.5pp |
| Annual return | 17.37% | 42.11%-24.7pp | 109.45%-92.1pp | 81.02%-63.6pp |
| Employer contribution / active EE | $1,240 | $2,594-52.2% | $3,653-66.1% | $2,440-49.2% |
| Participant deferral / active EE | $3,725 | $3,128+19.1% | $4,238-12.1% | $3,608+3.3% |
| Admin fee / account holder | $7,076 | $4,251+66.4% | $5,796+22.1% | $5,124+38.1% |