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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 | $40,872 | $180,749-77.4% | $160,784-74.6% | $137,256-70.2% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 61.05% | 2234.46%-2173.4pp | 1803.92%-1742.9pp | 220.34%-159.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,443 | $6,844+8.7% | $6,293+18.3% | $6,407+16.2% |
| Admin fee / account holder | $9,099 | $10,397-12.5% | $9,717-6.4% | $12,270-25.8% |