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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 | $170,906 | $150,447+13.6% | $136,298+25.4% | $147,586+15.8% |
| Participation rate | 46.7% | 84.4%-37.8pp | 81.9%-35.3pp | 82.8%-36.2pp |
| Annual return | 17.22% | 1049.15%-1031.9pp | 5156.27%-5139.0pp | 578.59%-561.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,095 | $6,631-53.3% | $6,247-50.5% | $5,439-43.1% |
| Admin fee / account holder | $11,418 | $10,906+4.7% | $9,244+23.5% | $10,886+4.9% |