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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 | $69,725 | $172,111-59.5% | $150,298-53.6% | $137,256-49.2% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 12.00% | 69.37%-57.4pp | 62.79%-50.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $5,153 | $4,636+11.1% | $4,154+24.0% | $4,156+24.0% |
| Participant deferral / active EE | $10,333 | $6,166+67.6% | $5,453+89.5% | $6,407+61.3% |
| Admin fee / account holder | $438 | $16,471-97.3% | $14,116-96.9% | $12,270-96.4% |