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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 | $44,590 | $185,856-76.0% | $170,028-73.8% | $139,456-68.0% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | 12.21% | 60.52%-48.3pp | 53.39%-41.2pp | 373.45%-361.2pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,764 | $11,623-67.6% | $10,409-63.8% | $6,711-43.9% |
| Admin fee / account holder | $10,316 | $15,387-33.0% | $12,820-19.5% | $11,407-9.6% |