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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 | $89,017 | $81,763+8.9% | $58,561+52.0% | $139,466-36.2% |
| Participation rate | 62.5% | 61.3%+1.2pp | 50.9%+11.6pp | 80.3%-17.8pp |
| Annual return | 28.84% | 7427.77%-7398.9pp | 4251.33%-4222.5pp | 373.66%-344.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,027 | $2,555+96.8% | $1,923+161.4% | $6,712-25.1% |
| Admin fee / account holder | $1,989 | $3,273-39.2% | $2,520-21.1% | $11,409-82.6% |