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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 | $169,009 | $202,342-16.5% | $172,752-2.2% | $152,897+10.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 21.51% | 1029.83%-1008.3pp | 802.97%-781.5pp | 345.43%-323.9pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,029 | $5,948+1.4% | $5,198+16.0% | $5,851+3.0% |
| Admin fee / account holder | $1,594 | $17,111-90.7% | $13,955-88.6% | $11,599-86.3% |