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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 | $80,694 | $67,823+19.0% | $52,425+53.9% | $137,256-41.2% |
| Participation rate | 0.0% | 63.9%-63.9pp | 55.6%-55.6pp | 80.0%-80.0pp |
| Annual return | 10.24% | 219.11%-208.9pp | 302.12%-291.9pp | 220.34%-210.1pp |
| Employer contribution / active EE | $785 | $1,163-32.5% | $914-14.1% | $4,156-81.1% |
| Participant deferral / active EE | $1,224 | $2,288-46.5% | $1,790-31.7% | $6,407-80.9% |
| Admin fee / account holder | $3,089 | $2,844+8.6% | $2,495+23.8% | $12,270-74.8% |