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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 | $80,386 | $102,595-21.6% | $94,057-14.5% | $154,746-48.1% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 18.35% | 583.42%-565.1pp | 480.62%-462.3pp | 172.34%-154.0pp |
| Employer contribution / active EE | $4,722 | $3,147+50.0% | $2,933+61.0% | $4,379+7.8% |
| Participant deferral / active EE | $6,043 | $5,118+18.1% | $4,709+28.3% | $6,730-10.2% |
| Admin fee / account holder | $7,656 | $7,736-1.0% | $7,244+5.7% | $14,365-46.7% |