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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 | $143,909 | $160,040-10.1% | $147,096-2.2% | $145,877-1.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 49.29% | 98.49%-49.2pp | 419.75%-370.5pp | 551.28%-502.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,691 | $8,429-20.6% | $8,071-17.1% | $6,6910% |
| Admin fee / account holder | $73,060 | $15,050+385.4% | $13,005+461.8% | $13,402+445.1% |