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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 | $39,758 | $100,073-60.3% | $85,126-53.3% | $145,877-72.7% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 11.78% | 84.11%-72.3pp | 66.63%-54.9pp | 551.28%-539.5pp |
| Employer contribution / active EE | $2,376 | $3,236-26.6% | $2,731-13.0% | $4,663-49.0% |
| Participant deferral / active EE | $3,469 | $5,294-34.5% | $4,523-23.3% | $6,691-48.2% |
| Admin fee / account holder | $1,830 | $7,261-74.8% | $6,160-70.3% | $13,402-86.3% |