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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 | $109,717 | $209,874-47.7% | $189,537-42.1% | $167,536-34.5% |
| Participation rate | 60.0% | 88.7%-28.7pp | 87.8%-27.8pp | 82.1%-22.1pp |
| Annual return | 15.83% | 748.61%-732.8pp | 555.34%-539.5pp | 478.82%-463.0pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,366 | $8,934-6.4% | $8,220+1.8% | $6,342+31.9% |
| Admin fee / account holder | $544 | $14,299-96.2% | $12,048-95.5% | $12,315-95.6% |