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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 | $157,637 | $104,577+50.7% | $76,667+105.6% | $152,909+3.1% |
| Participation rate | 61.1% | 76.6%-15.5pp | 72.1%-11.0pp | 82.5%-21.3pp |
| Annual return | 19.49% | 1014.36%-994.9pp | 1166.74%-1147.2pp | 345.46%-326.0pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,217 | $4,237+46.7% | $3,336+86.4% | $5,851+6.2% |
| Admin fee / account holder | $437 | $12,290-96.4% | $6,423-93.2% | $11,601-96.2% |