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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 | $162,500 | $165,399-1.8% | $149,745+8.5% | $158,982+2.2% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 10.66% | 348.34%-337.7pp | 276.72%-266.1pp | 302.99%-292.3pp |
| Employer contribution / active EE | $22,063 | $5,105+332.2% | $4,646+374.9% | $4,763+363.2% |
| Participant deferral / active EE | $3,795 | $7,183-47.2% | $6,843-44.5% | $5,983-36.6% |
| Admin fee / account holder | $15,511 | $10,811+43.5% | $9,312+66.6% | $11,252+37.9% |