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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 | $78,970 | $148,623-46.9% | $135,974-41.9% | $139,466-43.4% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 19.74% | 79.30%-59.6pp | 68.30%-48.6pp | 373.66%-353.9pp |
| Employer contribution / active EE | $2,845 | $5,246-45.8% | $4,859-41.5% | $4,754-40.2% |
| Participant deferral / active EE | $10,982 | $8,103+35.5% | $7,760+41.5% | $6,712+63.6% |
| Admin fee / account holder | $7,268 | $12,406-41.4% | $10,767-32.5% | $11,409-36.3% |