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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 | $92,395 | $180,749-48.9% | $160,784-42.5% | $137,256-32.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 17.52% | 2234.46%-2216.9pp | 1803.92%-1786.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,064 | $6,844+120.1% | $6,293+139.4% | $6,407+135.1% |
| Admin fee / account holder | $771 | $10,397-92.6% | $9,717-92.1% | $12,270-93.7% |