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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 | $34,547 | $65,712-47.4% | $57,196-39.6% | $273,972-87.4% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | 5.85% | 22.01%-16.2pp | 14.59%-8.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,322 | $3,280-29.2% | $2,683-13.5% | $4,869-52.3% |
| Participant deferral / active EE | $4,109 | $3,782+8.7% | $3,096+32.7% | $5,287-22.3% |
| Admin fee / account holder | $64,584 | $4,838+1235.0% | $3,141+1956.4% | $10,133+537.4% |