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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 | $89,526 | $202,342-55.8% | $172,753-48.2% | $152,909-41.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 19.74% | 1029.88%-1010.1pp | 803.00%-783.3pp | 345.46%-325.7pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,711 | $5,948-37.6% | $5,198-28.6% | $5,851-36.6% |
| Admin fee / account holder | $7,324 | $17,112-57.2% | $13,956-47.5% | $11,601-36.9% |