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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 | $147,587 | $150,447-1.9% | $136,298+8.3% | $147,5860% |
| Participation rate | 30.0% | 84.4%-54.4pp | 81.9%-51.9pp | 82.8%-52.8pp |
| Annual return | 16.47% | 1049.15%-1032.7pp | 5156.27%-5139.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,620 | $6,631-45.4% | $6,247-42.1% | $5,439-33.4% |
| Admin fee / account holder | $14,708 | $10,906+34.9% | $9,244+59.1% | $10,886+35.1% |