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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 | $162,872 | $198,457-17.9% | $170,435-4.4% | $147,586+10.4% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 10.96% | 257.30%-246.3pp | 205.94%-195.0pp | 578.59%-567.6pp |
| Employer contribution / active EE | $1,450 | $6,183-76.5% | $5,432-73.3% | $4,876-70.3% |
| Participant deferral / active EE | $2,167 | $5,629-61.5% | $4,939-56.1% | $5,439-60.2% |
| Admin fee / account holder | $4,147 | $16,852-75.4% | $13,881-70.1% | $10,886-61.9% |