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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 | $37,487 | $149,040-74.8% | $120,225-68.8% | $137,256-72.7% |
| Participation rate | 0.0% | 75.4%-75.4pp | 69.6%-69.6pp | 80.0%-80.0pp |
| Annual return | 17.16% | 605.68%-588.5pp | 439.23%-422.1pp | 220.34%-203.2pp |
| Employer contribution / active EE | $7,173 | $4,350+64.9% | $3,475+106.4% | $4,156+72.6% |
| Participant deferral / active EE | $11,663 | $4,655+150.6% | $3,999+191.7% | $6,407+82.0% |
| Admin fee / account holder | $1,875 | $6,348-70.5% | $5,696-67.1% | $12,270-84.7% |