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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 | $160,028-52.6% | $147,080-48.4% | $145,884-48.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 20.77% | 98.60%-77.8pp | 420.17%-399.4pp | 551.85%-531.1pp |
| Employer contribution / active EE | $10,975 | $5,286+107.6% | $4,933+122.5% | $4,662+135.4% |
| Participant deferral / active EE | $16,256 | $8,422+93.0% | $8,066+101.5% | $6,690+143.0% |
| Admin fee / account holder | $12,774 | $15,030-15.0% | $12,989-1.7% | $13,392-4.6% |