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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 | $189,588 | $102,595+84.8% | $94,057+101.6% | $154,746+22.5% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 15.42% | 583.42%-568.0pp | 480.62%-465.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,953 | $3,147-37.9% | $2,933-33.4% | $4,379-55.4% |
| Participant deferral / active EE | $4,572 | $5,118-10.7% | $4,709-2.9% | $6,730-32.1% |
| Admin fee / account holder | $4,600 | $7,736-40.5% | $7,244-36.5% | $14,365-68.0% |