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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 | $66,559 | $202,342-67.1% | $172,753-61.5% | $152,909-56.5% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 28.82% | 1029.88%-1001.1pp | 803.00%-774.2pp | 345.46%-316.6pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,660 | $5,948-21.7% | $5,198-10.4% | $5,851-20.4% |
| Admin fee / account holder | $3,150 | $17,112-81.6% | $13,956-77.4% | $11,601-72.8% |