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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 | $72,351 | $202,342-64.2% | $172,752-58.1% | $152,897-52.7% |
| Participation rate | 61.1% | 87.1%-25.9pp | 82.6%-21.5pp | 82.5%-21.3pp |
| Annual return | 20.82% | 1029.83%-1009.0pp | 802.97%-782.2pp | 345.43%-324.6pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,334 | $5,948-44.0% | $5,198-35.9% | $5,851-43.0% |
| Admin fee / account holder | $693 | $17,111-96.0% | $13,955-95.0% | $11,599-94.0% |