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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 | $118,929 | $228,352-47.9% | $185,835-36.0% | $158,966-25.2% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | 17.61% | 40.81%-23.2pp | 35.96%-18.3pp | 302.95%-285.3pp |
| Employer contribution / active EE | $33,181 | $4,967+568.1% | $4,087+711.8% | $4,762+596.7% |
| Participant deferral / active EE | $33,000 | $6,416+414.3% | $5,633+485.8% | $5,983+451.6% |
| Admin fee / account holder | $1,333 | $11,867-88.8% | $9,502-86.0% | $11,250-88.2% |