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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 | $148,785 | $72,071+106.4% | $68,368+117.6% | $137,256+8.4% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 18.62% | 353.14%-334.5pp | 292.57%-274.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $8,674 | $2,788+211.1% | $2,649+227.5% | $4,156+108.7% |
| Participant deferral / active EE | $4,629 | $4,410+5.0% | $4,123+12.3% | $6,407-27.8% |
| Admin fee / account holder | $2,832 | $5,336-46.9% | $5,150-45.0% | $12,270-76.9% |