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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 | $193,828 | $209,428-7.4% | $178,498+8.6% | $158,950+21.9% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 12.16% | 188.78%-176.6pp | 151.09%-138.9pp | 302.91%-290.8pp |
| Employer contribution / active EE | $4,062 | $5,707-28.8% | $5,011-18.9% | $4,762-14.7% |
| Participant deferral / active EE | $10,708 | $5,955+79.8% | $5,202+105.8% | $5,983+79.0% |
| Admin fee / account holder | $2,042 | $17,077-88.0% | $13,985-85.4% | $11,248-81.8% |