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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 | $204,281 | $176,077+16.0% | $159,455+28.1% | $167,518+21.9% |
| Participation rate | 0.0% | 84.9%-84.9pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 12.51% | 331.83%-319.3pp | 263.63%-251.1pp | 478.71%-466.2pp |
| Employer contribution / active EE | $1,508 | $5,298-71.5% | $4,830-68.8% | $4,838-68.8% |
| Participant deferral / active EE | $4,059 | $7,751-47.6% | $7,353-44.8% | $6,342-36.0% |
| Admin fee / account holder | $4,230 | $12,556-66.3% | $10,800-60.8% | $12,312-65.6% |