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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 | $80,076 | $157,296-49.1% | $141,191-43.3% | $152,897-47.6% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 29.17% | 64.34%-35.2pp | 71.41%-42.2pp | 345.43%-316.3pp |
| Employer contribution / active EE | $3,049 | $5,262-42.1% | $4,736-35.6% | $4,764-36.0% |
| Participant deferral / active EE | $3,693 | $7,111-48.1% | $6,710-45.0% | $5,851-36.9% |
| Admin fee / account holder | $5,215 | $12,125-57.0% | $10,264-49.2% | $11,599-55.0% |