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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 | $220,538 | $76,522+188.2% | $56,033+293.6% | $145,884+51.2% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 9.83% | 3014.28%-3004.5pp | 1711.38%-1701.5pp | 551.85%-542.0pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,800 | $2,624+159.2% | $1,954+248.0% | $6,690+1.6% |
| Admin fee / account holder | $6,992 | $3,328+110.1% | $2,827+147.3% | $13,392-47.8% |