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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 | $63,788 | $176,120-63.8% | $159,487-60.0% | $167,553-61.9% |
| Participation rate | 0.0% | 85.0%-85.0pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 11.82% | 331.95%-320.1pp | 263.71%-251.9pp | 478.89%-467.1pp |
| Employer contribution / active EE | $2,418 | $5,299-54.4% | $4,831-49.9% | $4,840-50.0% |
| Participant deferral / active EE | $6,548 | $7,752-15.5% | $7,354-11.0% | $6,343+3.2% |
| Admin fee / account holder | $1,881 | $12,561-85.0% | $10,804-82.6% | $12,316-84.7% |