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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 | $192,389 | $102,595+87.5% | $94,057+104.5% | $154,746+24.3% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 12.58% | 583.42%-570.8pp | 480.62%-468.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $10,114 | $3,147+221.4% | $2,933+244.8% | $4,379+131.0% |
| Participant deferral / active EE | $2,124 | $5,118-58.5% | $4,709-54.9% | $6,730-68.4% |
| Admin fee / account holder | $4,643 | $7,736-40.0% | $7,244-35.9% | $14,365-67.7% |