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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 | $76,634+187.8% | $56,054+293.4% | $145,978+51.1% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 9.83% | 3004.33%-2994.5pp | 1705.95%-1696.1pp | 550.52%-540.7pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,800 | $2,622+159.3% | $1,952+248.3% | $6,690+1.7% |
| Admin fee / account holder | $6,992 | $3,321+110.5% | $2,822+147.7% | $13,400-47.8% |