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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 | $140,294 | $178,174-21.3% | $156,181-10.2% | $137,256+2.2% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | 11.37% | 84.19%-72.8pp | 64.87%-53.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $13,351 | $4,972+168.5% | $4,294+210.9% | $4,156+221.2% |
| Participant deferral / active EE | $6,922 | $6,888+0.5% | $6,132+12.9% | $6,407+8.0% |
| Admin fee / account holder | $27,928 | $17,404+60.5% | $14,586+91.5% | $12,270+127.6% |