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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 | $83,283 | $81,504+2.2% | $102,437-18.7% | $80,959+2.9% |
| Participation rate | 0.0% | 66.9%-66.9pp | 74.5%-74.5pp | 67.7%-67.7pp |
| Annual return | 73.66% | 25.60%+48.1pp | 24.95%+48.7pp | 35.67%+38.0pp |
| Employer contribution / active EE | $1,363 | $3,104-56.1% | $3,871-64.8% | $2,757-50.6% |
| Participant deferral / active EE | $3,568 | $3,871-7.8% | $5,060-29.5% | $4,300-17.0% |
| Admin fee / account holder | $8,303 | $6,719+23.6% | $8,388-1.0% | $6,925+19.9% |