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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 | $94,326 | $88,672+6.4% | $105,223-10.4% | $82,448+14.4% |
| Participation rate | 0.0% | 67.9%-67.9pp | 75.0%-75.0pp | 68.1%-68.1pp |
| Annual return | 15.92% | 30.86%-14.9pp | 180.65%-164.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,530 | $3,048-49.8% | $3,689-58.5% | $2,551-40.0% |
| Participant deferral / active EE | $3,447 | $4,036-14.6% | $5,072-32.0% | $4,139-16.7% |
| Admin fee / account holder | $2,306 | $7,146-67.7% | $8,859-74.0% | $7,234-68.1% |