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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 | $142,709 | $70,587+102.2% | $124,693+14.4% | $85,847+66.2% |
| Participation rate | 47.2% | 64.4%-17.2pp | 74.6%-27.4pp | 69.3%-22.1pp |
| Annual return | 25.53% | 20688.83%-20663.3pp | 5144.19%-5118.7pp | 318.61%-293.1pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,012 | $2,969-32.2% | $4,615-56.4% | $3,952-49.1% |
| Admin fee / account holder | $522 | $5,282-90.1% | $7,494-93.0% | $6,261-91.7% |