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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 | $159,934-10.0% | $147,005-2.1% | $145,959-1.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 49.29% | 98.24%-49.0pp | 418.76%-369.5pp | 561.95%-512.7pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,691 | $8,427-20.6% | $8,070-17.1% | $6,6890% |
| Admin fee / account holder | $73,060 | $15,053+385.3% | $13,006+461.7% | $13,398+445.3% |