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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 | $124,017 | $101,063+22.7% | $81,473+52.2% | $147,586-16.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 68.0%-68.0pp | 82.8%-82.8pp |
| Annual return | 8.86% | 32.41%-23.5pp | 38.78%-29.9pp | 578.59%-569.7pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $825 | $4,242-80.5% | $3,537-76.7% | $5,439-84.8% |
| Admin fee / account holder | $3,008 | $5,812-48.2% | $4,561-34.1% | $10,886-72.4% |