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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 | $18,787 | $183,592-89.8% | $155,574-87.9% | $145,877-87.1% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 13.83% | 61.37%-47.5pp | 64.87%-51.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,740 | $5,317-67.3% | $4,676-62.8% | $4,663-62.7% |
| Participant deferral / active EE | $6,761 | $6,466+4.6% | $5,629+20.1% | $6,691+1.0% |
| Admin fee / account holder | $1,348 | $19,316-93.0% | $15,914-91.5% | $13,402-89.9% |