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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 | $40,640 | $184,000-77.9% | $162,185-74.9% | $152,909-73.4% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 36.50% | 150.80%-114.3pp | 115.61%-79.1pp | 345.46%-309.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $28,119 | $8,033+250.1% | $7,297+285.4% | $5,851+380.6% |
| Admin fee / account holder | $29,752 | $13,124+126.7% | $10,844+174.4% | $11,601+156.5% |