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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 | $37,185 | $77,638-52.1% | $156,551-76.2% | $62,881-40.9% |
| Participation rate | 0.0% | 71.2%-71.2pp | 84.0%-84.0pp | 69.3%-69.3pp |
| Annual return | 4.93% | 50.33%-45.4pp | 32.23%-27.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,873 | $3,444-45.6% | $5,501-66.0% | $2,281-17.9% |
| Participant deferral / active EE | $2,363 | $3,046-22.4% | $4,871-51.5% | $3,203-26.2% |
| Admin fee / account holder | $972 | $5,561-82.5% | $13,028-92.5% | $4,296-77.4% |