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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 | $193,256 | $102,595+88.4% | $94,057+105.5% | $154,746+24.9% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 13.15% | 583.42%-570.3pp | 480.62%-467.5pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,351 | $3,147-57.1% | $2,933-53.9% | $4,379-69.1% |
| Participant deferral / active EE | $38,452 | $5,118+651.3% | $4,709+716.5% | $6,730+471.3% |
| Admin fee / account holder | $6,033 | $7,736-22.0% | $7,244-16.7% | $14,365-58.0% |