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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 | $170,540 | $124,187+37.3% | $108,410+57.3% | $167,518+1.8% |
| Participation rate | 46.2% | 82.3%-36.1pp | 80.1%-34.0pp | 82.1%-36.0pp |
| Annual return | 13.06% | 1379.80%-1366.7pp | 905.34%-892.3pp | 478.71%-465.6pp |
| Employer contribution / active EE | $3,809 | $4,187-9.0% | $3,558+7.1% | $4,838-21.3% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,562-100.0% | $6,342-100.0% |
| Admin fee / account holder | $865 | $9,456-90.8% | $7,296-88.1% | $12,312-93.0% |