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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 | $148,295 | $185,199-19.9% | $142,874+3.8% | $167,518-11.5% |
| Participation rate | 46.7% | 78.5%-31.8pp | 72.0%-25.3pp | 82.1%-35.4pp |
| Annual return | 13.56% | 8556.90%-8543.3pp | 5638.58%-5625.0pp | 478.71%-465.2pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,649 | $4,495-18.8% | $3,838-4.9% | $6,342-42.5% |
| Admin fee / account holder | $1,352 | $8,031-83.2% | $6,561-79.4% | $12,312-89.0% |