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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 | $86,689 | $202,342-57.2% | $172,753-49.8% | $152,909-43.3% |
| Participation rate | 61.9% | 87.1%-25.2pp | 82.6%-20.7pp | 82.5%-20.6pp |
| Annual return | 19.88% | 1029.88%-1010.0pp | 803.00%-783.1pp | 345.46%-325.6pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,560 | $5,948-40.1% | $5,198-31.5% | $5,851-39.2% |
| Admin fee / account holder | $18,829 | $17,112+10.0% | $13,956+34.9% | $11,601+62.3% |