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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 | $91,050 | $180,749-49.6% | $160,784-43.4% | $137,256-33.7% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 22.32% | 2234.46%-2212.1pp | 1803.92%-1781.6pp | 220.34%-198.0pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,398 | $6,844-6.5% | $6,293+1.7% | $6,407-0.1% |
| Admin fee / account holder | $4,780 | $10,397-54.0% | $9,717-50.8% | $12,270-61.0% |