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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 | $64,066 | $215,361-70.3% | $171,082-62.6% | $273,972-76.6% |
| Participation rate | 0.0% | 82.0%-82.0pp | 76.7%-76.7pp | 83.0%-83.0pp |
| Annual return | 3.65% | 25.14%-21.5pp | 32.56%-28.9pp | 41.46%-37.8pp |
| Employer contribution / active EE | $2,193 | $4,967-55.8% | $4,002-45.2% | $4,869-54.9% |
| Participant deferral / active EE | $4,457 | $5,543-19.6% | $4,797-7.1% | $5,287-15.7% |
| Admin fee / account holder | $1,955 | $10,846-82.0% | $8,520-77.1% | $10,133-80.7% |