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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 | $147,953 | $171,865-13.9% | $149,718-1.2% | $147,585+0.2% |
| Participation rate | 63.6% | 88.2%-24.6pp | 87.1%-23.4pp | 82.8%-19.2pp |
| Annual return | 18.43% | 2113.29%-2094.9pp | 1501.67%-1483.2pp | 578.56%-560.1pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,224 | $7,270+13.1% | $6,569+25.2% | $5,439+51.2% |
| Admin fee / account holder | $10,209 | $13,799-26.0% | $11,283-9.5% | $10,885-6.2% |