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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 | $155,423 | $185,225-16.1% | $142,898+8.8% | $167,553-7.2% |
| Participation rate | 53.3% | 78.5%-25.1pp | 72.0%-18.6pp | 82.1%-28.8pp |
| Annual return | 15.19% | 8558.12%-8542.9pp | 5639.64%-5624.5pp | 478.89%-463.7pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $9,067 | $4,496+101.7% | $3,838+136.2% | $6,343+43.0% |
| Admin fee / account holder | $2,484 | $8,032-69.1% | $6,560-62.1% | $12,316-79.8% |