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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 | $174,379-87.7% | $152,093-85.8% | $138,895-84.5% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | 29.19% | 74.86%-45.7pp | 66.36%-37.2pp | 145.39%-116.2pp |
| Employer contribution / active EE | $3,046 | $4,652-34.5% | $4,175-27.0% | $4,194-27.4% |
| Participant deferral / active EE | $23,500 | $6,159+281.5% | $5,451+331.1% | $6,396+267.4% |
| Admin fee / account holder | $2,620 | $16,880-84.5% | $14,497-81.9% | $12,562-79.1% |