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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 | $58,521 | $171,865-65.9% | $149,718-60.9% | $147,585-60.3% |
| Participation rate | 40.0% | 88.2%-48.2pp | 87.1%-47.1pp | 82.8%-42.8pp |
| Annual return | 16.28% | 2113.29%-2097.0pp | 1501.67%-1485.4pp | 578.56%-562.3pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,240 | $7,270-55.4% | $6,569-50.7% | $5,439-40.4% |
| Admin fee / account holder | $3,330 | $13,799-75.9% | $11,283-70.5% | $10,885-69.4% |