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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 | $90,231 | $171,867-47.5% | $149,721-39.7% | $147,586-38.9% |
| Participation rate | 58.3% | 88.2%-29.9pp | 87.1%-28.7pp | 82.8%-24.5pp |
| Annual return | 12.06% | 2113.36%-2101.3pp | 1501.67%-1489.6pp | 578.59%-566.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,932 | $7,270-45.9% | $6,568-40.1% | $5,439-27.7% |
| Admin fee / account holder | $10,435 | $13,799-24.4% | $11,282-7.5% | $10,886-4.1% |