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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 | $159,934-52.6% | $147,005-48.4% | $145,959-48.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 20.77% | 98.24%-77.5pp | 418.76%-398.0pp | 561.95%-541.2pp |
| Employer contribution / active EE | $10,975 | $5,287+107.6% | $4,934+122.4% | $4,661+135.5% |
| Participant deferral / active EE | $16,256 | $8,427+92.9% | $8,070+101.4% | $6,689+143.0% |
| Admin fee / account holder | $12,774 | $15,053-15.1% | $13,006-1.8% | $13,398-4.7% |