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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 | $106,800 | $171,867-37.9% | $149,721-28.7% | $147,586-27.6% |
| Participation rate | 47.1% | 88.2%-41.1pp | 87.1%-40.0pp | 82.8%-35.8pp |
| Annual return | 17.41% | 2113.36%-2095.9pp | 1501.67%-1484.3pp | 578.59%-561.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,144 | $7,270-29.2% | $6,568-21.7% | $5,439-5.4% |
| Admin fee / account holder | $480 | $13,799-96.5% | $11,282-95.7% | $10,886-95.6% |