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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 | $88,770 | $185,199-52.1% | $142,874-37.9% | $167,518-47.0% |
| Participation rate | 47.8% | 78.5%-30.6pp | 72.0%-24.1pp | 82.1%-34.3pp |
| Annual return | 30.83% | 8556.90%-8526.1pp | 5638.58%-5607.8pp | 478.71%-447.9pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $914 | $4,495-79.7% | $3,838-76.2% | $6,342-85.6% |
| Admin fee / account holder | $11,234 | $8,031+39.9% | $6,561+71.2% | $12,312-8.8% |