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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 | $59,754 | $180,749-66.9% | $160,784-62.8% | $137,256-56.5% |
| Participation rate | 58.3% | 80.0%-21.6pp | 77.0%-18.6pp | 80.0%-21.6pp |
| Annual return | 13.72% | 2234.46%-2220.7pp | 1803.92%-1790.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,116 | $6,844+4.0% | $6,293+13.1% | $6,407+11.1% |
| Admin fee / account holder | $6,295 | $10,397-39.5% | $9,717-35.2% | $12,270-48.7% |