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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 | $85,290 | $99,011-13.9% | $86,582-1.5% | $147,586-42.2% |
| Participation rate | 61.1% | 76.3%-15.2pp | 73.5%-12.4pp | 82.8%-21.7pp |
| Annual return | 18.47% | 1312.75%-1294.3pp | 965.08%-946.6pp | 578.59%-560.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,649 | $3,972-8.1% | $3,609+1.1% | $5,439-32.9% |
| Admin fee / account holder | $453 | $5,709-92.1% | $4,904-90.8% | $10,886-95.8% |