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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 | $58,127 | $209,888-72.3% | $189,545-69.3% | $167,553-65.3% |
| Participation rate | 55.6% | 88.7%-33.1pp | 87.8%-32.2pp | 82.1%-26.6pp |
| Annual return | 22.84% | 748.66%-725.8pp | 555.36%-532.5pp | 478.89%-456.1pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,868 | $8,934-56.7% | $8,220-52.9% | $6,343-39.0% |
| Admin fee / account holder | $1,572 | $14,300-89.0% | $12,049-87.0% | $12,316-87.2% |