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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 | $28,654 | $183,516-84.4% | $155,534-81.6% | $145,884-80.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 18.94% | 61.43%-42.5pp | 64.92%-46.0pp | 551.85%-532.9pp |
| Employer contribution / active EE | $1,590 | $5,315-70.1% | $4,675-66.0% | $4,662-65.9% |
| Participant deferral / active EE | $4,375 | $6,467-32.3% | $5,630-22.3% | $6,690-34.6% |
| Admin fee / account holder | $500 | $19,293-97.4% | $15,900-96.9% | $13,392-96.3% |