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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 | $50,222 | $202,342-75.2% | $172,752-70.9% | $152,897-67.2% |
| Participation rate | 41.2% | 87.1%-45.9pp | 82.6%-41.5pp | 82.5%-41.3pp |
| Annual return | 22.53% | 1029.83%-1007.3pp | 802.97%-780.4pp | 345.43%-322.9pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,403 | $5,948-26.0% | $5,198-15.3% | $5,851-24.8% |
| Admin fee / account holder | $1,896 | $17,111-88.9% | $13,955-86.4% | $11,599-83.7% |