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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 | $92,785 | $171,867-46.0% | $149,721-38.0% | $147,586-37.1% |
| Participation rate | 46.2% | 88.2%-42.0pp | 87.1%-40.9pp | 82.8%-36.7pp |
| Annual return | 18.36% | 2113.36%-2095.0pp | 1501.67%-1483.3pp | 578.59%-560.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,629 | $7,270-22.6% | $6,568-14.3% | $5,439+3.5% |
| Admin fee / account holder | $9,863 | $13,799-28.5% | $11,282-12.6% | $10,886-9.4% |