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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 | $27,530 | $150,346-81.7% | $120,524-77.2% | $145,877-81.1% |
| Participation rate | 0.0% | 78.8%-78.8pp | 71.9%-71.9pp | 80.3%-80.3pp |
| Annual return | 10.77% | 154.40%-143.6pp | 107.36%-96.6pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,142 | $4,353-50.8% | $3,469-38.2% | $4,663-54.1% |
| Participant deferral / active EE | $4,351 | $6,172-29.5% | $4,994-12.9% | $6,691-35.0% |
| Admin fee / account holder | $326 | $12,215-97.3% | $9,440-96.6% | $13,402-97.6% |