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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 | $163,259 | $160,070+2.0% | $147,117+11.0% | $145,897+11.9% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 16.91% | 98.69%-81.8pp | 420.54%-403.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $1,909 | $5,285-63.9% | $4,932-61.3% | $4,663-59.1% |
| Participant deferral / active EE | $6,976 | $8,419-17.1% | $8,065-13.5% | $6,689+4.3% |
| Admin fee / account holder | $101,131 | $15,035+572.6% | $12,993+678.4% | $13,390+655.3% |