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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 | $28,693 | $178,174-83.9% | $156,181-81.6% | $137,256-79.1% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | 15.64% | 84.19%-68.6pp | 64.87%-49.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,422 | $4,972-51.3% | $4,294-43.6% | $4,156-41.7% |
| Participant deferral / active EE | $3,931 | $6,888-42.9% | $6,132-35.9% | $6,407-38.6% |
| Admin fee / account holder | $5,538 | $17,404-68.2% | $14,586-62.0% | $12,270-54.9% |