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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 | $46,703 | $202,345-76.9% | $172,755-73.0% | $152,885-69.5% |
| Participation rate | 58.8% | 87.1%-28.2pp | 82.6%-23.8pp | 82.5%-23.6pp |
| Annual return | 21.06% | 1029.77%-1008.7pp | 802.94%-781.9pp | 345.39%-324.3pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,620 | $5,948-39.1% | $5,198-30.4% | $5,851-38.1% |
| Admin fee / account holder | $12,256 | $17,111-28.4% | $13,955-12.2% | $11,598+5.7% |