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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 | $204,742 | $103,008+98.8% | $90,304+126.7% | $152,897+33.9% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 13.84% | 95.22%-81.4pp | 78.13%-64.3pp | 345.43%-331.6pp |
| Employer contribution / active EE | $1,578 | $3,139-49.7% | $2,855-44.7% | $4,764-66.9% |
| Participant deferral / active EE | $12,500 | $4,281+192.0% | $3,885+221.7% | $5,851+113.6% |
| Admin fee / account holder | $6,598 | $6,175+6.8% | $5,354+23.2% | $11,599-43.1% |