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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 | $51,1840% | $66,439-22.9% | $86,983-41.1% |
| Participation rate | 0.0% | 68.5%-68.5pp | 74.5%-74.5pp | 69.5%-69.5pp |
| Annual return | 12.69% | 17.07%-4.4pp | 757.66%-745.0pp | 25.83%-13.1pp |
| Employer contribution / active EE | $2,743 | $2,023+35.6% | $2,637+4.0% | $2,584+6.1% |
| Participant deferral / active EE | $6,488 | $2,927+121.6% | $3,876+67.4% | $4,194+54.7% |
| Admin fee / account holder | $2,894 | $4,154-30.3% | $6,173-53.1% | $7,856-63.2% |