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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 | $109,084 | $171,867-36.5% | $149,716-27.1% | $147,585-26.1% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 14.51% | 2113.36%-2098.9pp | 1501.67%-1487.2pp | 578.58%-564.1pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,667 | $7,270-8.3% | $6,568+1.5% | $5,439+22.6% |
| Admin fee / account holder | $2,228 | $13,799-83.9% | $11,282-80.3% | $10,886-79.5% |