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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 | $145,974 | $103,392+41.2% | $87,104+67.6% | $152,897-4.5% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.9%-76.9pp | 82.5%-82.5pp |
| Annual return | 18.68% | 28.10%-9.4pp | 28.19%-9.5pp | 345.43%-326.7pp |
| Employer contribution / active EE | $3,702 | $3,221+14.9% | $2,521+46.8% | $4,764-22.3% |
| Participant deferral / active EE | $7,222 | $4,778+51.1% | $4,048+78.4% | $5,851+23.4% |
| Admin fee / account holder | $1,668 | $12,194-86.3% | $7,491-77.7% | $11,599-85.6% |