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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 | $79,258 | $202,342-60.8% | $172,752-54.1% | $152,897-48.2% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 24.75% | 1029.83%-1005.1pp | 802.97%-778.2pp | 345.43%-320.7pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,760 | $5,948+64.1% | $5,198+87.8% | $5,851+66.8% |
| Admin fee / account holder | $2,646 | $17,111-84.5% | $13,955-81.0% | $11,599-77.2% |