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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 | $197,809 | $99,011+99.8% | $86,582+128.5% | $147,586+34.0% |
| Participation rate | 43.8% | 76.3%-32.6pp | 73.5%-29.8pp | 82.8%-39.1pp |
| Annual return | 16.55% | 1312.75%-1296.2pp | 965.08%-948.5pp | 578.59%-562.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,103 | $3,972+3.3% | $3,609+13.7% | $5,439-24.6% |
| Admin fee / account holder | $411 | $5,709-92.8% | $4,904-91.6% | $10,886-96.2% |