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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 | $42,708 | $180,462-76.3% | $154,111-72.3% | $135,379-68.5% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | 8.02% | 888.17%-880.2pp | 735.18%-727.2pp | 519.79%-511.8pp |
| Employer contribution / active EE | $4,239 | $6,036-29.8% | $5,298-20.0% | $4,779-11.3% |
| Participant deferral / active EE | $3,715 | $5,806-36.0% | $5,081-26.9% | $5,609-33.8% |
| Admin fee / account holder | $4,974 | $16,145-69.2% | $13,411-62.9% | $10,828-54.1% |