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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 | $79,080 | $202,345-60.9% | $172,755-54.2% | $152,885-48.3% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 16.59% | 1029.77%-1013.2pp | 802.94%-786.3pp | 345.39%-328.8pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,256 | $5,948-62.1% | $5,198-56.6% | $5,851-61.4% |
| Admin fee / account holder | $15,792 | $17,111-7.7% | $13,955+13.2% | $11,598+36.2% |