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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 | $46,537 | $160,070-70.9% | $147,117-68.4% | $145,897-68.1% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 10.43% | 98.69%-88.3pp | 420.54%-410.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $3,716 | $5,285-29.7% | $4,932-24.7% | $4,663-20.3% |
| Participant deferral / active EE | $8,183 | $8,419-2.8% | $8,065+1.5% | $6,689+22.3% |
| Admin fee / account holder | $4,798 | $15,035-68.1% | $12,993-63.1% | $13,390-64.2% |