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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 | $75,828 | $159,978-52.6% | $147,041-48.4% | $145,978-48.1% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 20.77% | 98.36%-77.6pp | 419.21%-398.4pp | 550.52%-529.7pp |
| Employer contribution / active EE | $10,975 | $5,288+107.5% | $4,935+122.4% | $4,662+135.4% |
| Participant deferral / active EE | $16,256 | $8,429+92.9% | $8,071+101.4% | $6,690+143.0% |
| Admin fee / account holder | $12,774 | $15,053-15.1% | $13,006-1.8% | $13,400-4.7% |