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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 | $78,762 | $70,121+12.3% | $63,803+23.4% | $138,895-43.3% |
| Participation rate | 0.0% | 77.2%-77.2pp | 72.7%-72.7pp | 79.9%-79.9pp |
| Annual return | 13.03% | 946.48%-933.5pp | 543.72%-530.7pp | 145.39%-132.4pp |
| Employer contribution / active EE | $11,224 | $2,882+289.4% | $2,532+343.2% | $4,194+167.6% |
| Participant deferral / active EE | $3,164 | $4,535-30.2% | $3,843-17.7% | $6,396-50.5% |
| Admin fee / account holder | $6,073 | $6,738-9.9% | $5,196+16.9% | $12,562-51.7% |