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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 | $51,205 | $48,011+6.7% | $63,803-19.7% | $82,637-38.0% |
| Participation rate | 0.0% | 66.6%-66.6pp | 72.7%-72.7pp | 68.1%-68.1pp |
| Annual return | 12.69% | 19.84%-7.2pp | 543.72%-531.0pp | 53.51%-40.8pp |
| Employer contribution / active EE | $2,743 | $1,904+44.1% | $2,532+8.3% | $2,552+7.5% |
| Participant deferral / active EE | $6,488 | $2,846+127.9% | $3,843+68.8% | $4,126+57.2% |
| Admin fee / account holder | $2,894 | $3,873-25.3% | $5,196-44.3% | $7,339-60.6% |