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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 | $20,120 | $160,070-87.4% | $147,117-86.3% | $145,897-86.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 14.03% | 98.69%-84.7pp | 420.54%-406.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,443 | $5,285-72.7% | $4,932-70.8% | $4,663-69.1% |
| Participant deferral / active EE | $2,692 | $8,419-68.0% | $8,065-66.6% | $6,689-59.8% |
| Admin fee / account holder | $8,622 | $15,035-42.7% | $12,993-33.6% | $13,390-35.6% |