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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 | $21,530 | $172,111-87.5% | $150,298-85.7% | $137,256-84.3% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 29.19% | 69.37%-40.2pp | 62.79%-33.6pp | 220.34%-191.1pp |
| Employer contribution / active EE | $3,046 | $4,636-34.3% | $4,154-26.7% | $4,156-26.7% |
| Participant deferral / active EE | $23,500 | $6,166+281.1% | $5,453+331.0% | $6,407+266.8% |
| Admin fee / account holder | $2,620 | $16,471-84.1% | $14,116-81.4% | $12,270-78.6% |