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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 | $14,894 | $70,366-78.8% | $66,674-77.7% | $138,895-89.3% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.7%-73.7pp | 79.9%-79.9pp |
| Annual return | 25.14% | 386.41%-361.3pp | 321.24%-296.1pp | 145.39%-120.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $14,989 | $4,374+242.7% | $4,084+267.0% | $6,396+134.3% |
| Admin fee / account holder | $1,329 | $5,262-74.7% | $5,098-73.9% | $12,562-89.4% |