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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 | $176,875 | $88,710+99.4% | $81,783+116.3% | $145,959+21.2% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 30.86% | 1027.26%-996.4pp | 775.05%-744.2pp | 561.95%-531.1pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,332 | $4,645-28.3% | $4,320-22.9% | $6,689-50.2% |
| Admin fee / account holder | $20,529 | $8,407+144.2% | $7,380+178.2% | $13,398+53.2% |