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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 | $157,449 | $105,158+49.7% | $94,672+66.3% | $139,487+12.9% |
| Participation rate | 0.0% | 82.4%-82.4pp | 80.8%-80.8pp | 80.3%-80.3pp |
| Annual return | 15.56% | 38.11%-22.5pp | 156.89%-141.3pp | 373.84%-358.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,808 | $7,599-63.0% | $7,417-62.1% | $6,713-58.2% |
| Admin fee / account holder | $9,741 | $8,972+8.6% | $7,222+34.9% | $11,407-14.6% |