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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 | $72,077 | $72,426-0.5% | $67,560+6.7% | $145,897-50.6% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 14.20% | 7226.78%-7212.6pp | 3533.50%-3519.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20,700 | $4,785+332.6% | $4,004+417.0% | $6,689+209.5% |
| Admin fee / account holder | $620 | $5,514-88.7% | $3,994-84.5% | $13,390-95.4% |