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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 | $108,564 | $100,911+7.6% | $90,440+20.0% | $158,966-31.7% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 16.91% | 1726.62%-1709.7pp | 1294.38%-1277.5pp | 302.95%-286.0pp |
| Employer contribution / active EE | $3,024 | $3,690-18.0% | $3,263-7.3% | $4,762-36.5% |
| Participant deferral / active EE | $9,143 | $4,348+110.3% | $3,964+130.7% | $5,983+52.8% |
| Admin fee / account holder | $10,266 | $6,507+57.8% | $5,615+82.8% | $11,250-8.8% |