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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 | $44,505 | $171,867-74.1% | $149,721-70.3% | $147,586-69.8% |
| Participation rate | 62.5% | 88.2%-25.7pp | 87.1%-24.6pp | 82.8%-20.3pp |
| Annual return | 18.66% | 2113.36%-2094.7pp | 1501.67%-1483.0pp | 578.59%-559.9pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,882 | $7,270-46.6% | $6,568-40.9% | $5,439-28.6% |
| Admin fee / account holder | $1,896 | $13,799-86.3% | $11,282-83.2% | $10,886-82.6% |