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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 | $205,439 | $156,963+30.9% | $121,204+69.5% | $139,466+47.3% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 14.03% | 1476.75%-1462.7pp | 987.18%-973.2pp | 373.66%-359.6pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,237 | $4,848+90.5% | $4,083+126.3% | $6,712+37.6% |
| Admin fee / account holder | $6,471 | $6,953-6.9% | $5,651+14.5% | $11,409-43.3% |