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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 | $81,096 | $138,102-41.3% | $125,381-35.3% | $134,532-39.7% |
| Participation rate | 60.9% | 84.5%-23.6pp | 82.4%-21.5pp | 81.2%-20.4pp |
| Annual return | 102.77% | 750.73%-648.0pp | 572.31%-469.5pp | 418.27%-315.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,217 | $7,801+69.4% | $7,448+77.5% | $6,401+106.5% |
| Admin fee / account holder | $4,931 | $11,568-57.4% | $10,007-50.7% | $11,429-56.9% |