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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 | $70,256 | $157,304-55.3% | $141,197-50.2% | $152,909-54.1% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 23.02% | 64.34%-41.3pp | 71.41%-48.4pp | 345.46%-322.4pp |
| Employer contribution / active EE | $3,226 | $5,263-38.7% | $4,736-31.9% | $4,764-32.3% |
| Participant deferral / active EE | $10,655 | $7,111+49.8% | $6,710+58.8% | $5,851+82.1% |
| Admin fee / account holder | $920 | $12,126-92.4% | $10,265-91.0% | $11,601-92.1% |