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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 | $89,116 | $69,118+28.9% | $53,647+66.1% | $138,895-35.8% |
| Participation rate | 0.0% | 64.0%-64.0pp | 56.3%-56.3pp | 79.9%-79.9pp |
| Annual return | 38.36% | 248.26%-209.9pp | 358.33%-320.0pp | 145.39%-107.0pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $520 | $2,724-80.9% | $2,460-78.9% | $12,562-95.9% |