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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 | $124,797 | $171,492-27.2% | $150,734-17.2% | $198,609-37.2% |
| Participation rate | 0.0% | 81.4%-81.4pp | 78.4%-78.4pp | 82.4%-82.4pp |
| Annual return | 11.15% | 804.70%-793.6pp | 600.81%-589.7pp | 202.70%-191.5pp |
| Employer contribution / active EE | $2,796 | $5,470-48.9% | $4,918-43.2% | $5,055-44.7% |
| Participant deferral / active EE | $3,775 | $6,259-39.7% | $5,610-32.7% | $6,977-45.9% |
| Admin fee / account holder | $717 | $17,628-95.9% | $14,905-95.2% | $19,030-96.2% |