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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 | $98,529 | $63,346+55.5% | $92,240+6.8% | $70,126+40.5% |
| Participation rate | 0.0% | 68.7%-68.7pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 13.72% | 530.19%-516.5pp | 176.29%-162.6pp | 73.15%-59.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,158 | $2,854-59.4% | $3,897-70.3% | $3,332-65.2% |
| Admin fee / account holder | $375 | $3,841-90.2% | $5,194-92.8% | $4,645-91.9% |