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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 | $89,976 | $99,668-9.7% | $86,451+4.1% | $134,545-33.1% |
| Participation rate | 40.9% | 82.1%-41.2pp | 80.3%-39.4pp | 81.2%-40.3pp |
| Annual return | 28.84% | 6789.61%-6760.8pp | 4398.51%-4369.7pp | 418.37%-389.5pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $607 | $8,377-92.8% | $6,734-91.0% | $11,431-94.7% |