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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 | $72,071+11.5% | $68,368+17.6% | $137,256-41.4% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 18.35% | 353.14%-334.8pp | 292.57%-274.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $4,722 | $2,788+69.4% | $2,649+78.2% | $4,156+13.6% |
| Participant deferral / active EE | $6,043 | $4,410+37.0% | $4,123+46.6% | $6,407-5.7% |
| Admin fee / account holder | $7,656 | $5,336+43.5% | $5,150+48.7% | $12,270-37.6% |