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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 | $97,498 | $156,927-37.9% | $121,169-19.5% | $139,456-30.1% |
| Participation rate | 55.6% | 76.4%-20.9pp | 69.5%-14.0pp | 80.3%-24.8pp |
| Annual return | 16.48% | 1475.85%-1459.4pp | 986.71%-970.2pp | 373.45%-357.0pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,838 | $4,848+41.0% | $4,083+67.5% | $6,711+1.9% |
| Admin fee / account holder | $4,774 | $6,946-31.3% | $5,645-15.4% | $11,407-58.2% |