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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 | $167,182 | $196,972-15.1% | $182,262-8.3% | $198,609-15.8% |
| Participation rate | 0.0% | 85.7%-85.7pp | 84.2%-84.2pp | 82.4%-82.4pp |
| Annual return | 8.90% | 158.27%-149.4pp | 140.60%-131.7pp | 202.70%-193.8pp |
| Employer contribution / active EE | $3,144 | $5,364-41.4% | $5,046-37.7% | $5,055-37.8% |
| Participant deferral / active EE | $11,685 | $8,643+35.2% | $8,276+41.2% | $6,977+67.5% |
| Admin fee / account holder | $1,542 | $18,429-91.6% | $16,712-90.8% | $19,030-91.9% |