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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 | $55,507 | $108,882-49.0% | $96,754-42.6% | $154,746-64.1% |
| Participation rate | 0.0% | 75.1%-75.1pp | 70.3%-70.3pp | 80.7%-80.7pp |
| Annual return | 20.06% | 98.39%-78.3pp | 82.04%-62.0pp | 172.34%-152.3pp |
| Employer contribution / active EE | $10,028 | $3,018+232.3% | $2,679+274.3% | $4,379+129.0% |
| Participant deferral / active EE | $22,170 | $5,323+316.5% | $4,758+366.0% | $6,730+229.4% |
| Admin fee / account holder | $9,466 | $10,200-7.2% | $8,905+6.3% | $14,365-34.1% |