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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 | $211,258 | $97,732+116.2% | $83,831+152.0% | $135,380+56.0% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | 52.77% | 1287.56%-1234.8pp | 850.99%-798.2pp | 519.81%-467.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,061 | $4,683+50.8% | $4,082+73.0% | $5,609+25.9% |
| Admin fee / account holder | $20,653 | $6,675+209.4% | $5,479+277.0% | $10,828+90.7% |