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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 | $63,577 | $110,410-42.4% | $102,437-37.9% | $145,897-56.4% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 9.25% | 24.85%-15.6pp | 24.95%-15.7pp | 552.29%-543.0pp |
| Employer contribution / active EE | $2,532 | $4,217-40.0% | $3,871-34.6% | $4,663-45.7% |
| Participant deferral / active EE | $3,831 | $5,622-31.8% | $5,060-24.3% | $6,689-42.7% |
| Admin fee / account holder | $932 | $9,745-90.4% | $8,388-88.9% | $13,390-93.0% |