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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 | $24,651 | $210,991-88.3% | $153,741-84.0% | $145,897-83.1% |
| Participation rate | 0.0% | 82.1%-82.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 11.71% | 13.46%-1.8pp | 15.71%-4.0pp | 552.29%-540.6pp |
| Employer contribution / active EE | $2,918 | $6,057-51.8% | $5,042-42.1% | $4,663-37.4% |
| Participant deferral / active EE | $2,594 | $7,979-67.5% | $6,757-61.6% | $6,689-61.2% |
| Admin fee / account holder | $560 | $19,490-97.1% | $12,749-95.6% | $13,390-95.8% |