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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 | $150,824 | $180,749-16.6% | $160,784-6.2% | $137,256+9.9% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.0%-34.1pp | 80.0%-37.1pp |
| Annual return | 21.09% | 2234.46%-2213.4pp | 1803.92%-1782.8pp | 220.34%-199.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,454 | $6,844+52.7% | $6,293+66.1% | $6,407+63.2% |
| Admin fee / account holder | $10,523 | $10,397+1.2% | $9,717+8.3% | $12,270-14.2% |