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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 | $174,027 | $150,447+15.7% | $136,298+27.7% | $147,586+17.9% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 16.93% | 1049.15%-1032.2pp | 5156.27%-5139.3pp | 578.59%-561.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,119 | $6,631-37.9% | $6,247-34.1% | $5,439-24.3% |
| Admin fee / account holder | $569 | $10,906-94.8% | $9,244-93.8% | $10,886-94.8% |