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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 | $103,387 | $67,823+52.4% | $52,425+97.2% | $137,256-24.7% |
| Participation rate | 0.0% | 63.9%-63.9pp | 55.6%-55.6pp | 80.0%-80.0pp |
| Annual return | 11.85% | 219.11%-207.3pp | 302.12%-290.3pp | 220.34%-208.5pp |
| Employer contribution / active EE | $10,149 | $1,163+772.7% | $914+1010.1% | $4,156+144.2% |
| Participant deferral / active EE | $15,231 | $2,288+565.7% | $1,790+750.7% | $6,407+137.7% |
| Admin fee / account holder | $4,712 | $2,844+65.7% | $2,495+88.9% | $12,270-61.6% |