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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 | $72,077 | $72,465-0.5% | $67,575+6.7% | $145,884-50.6% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 14.20% | 7222.56%-7208.4pp | 3528.98%-3514.8pp | 551.85%-537.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $20,700 | $4,786+332.6% | $4,003+417.1% | $6,690+209.4% |
| Admin fee / account holder | $620 | $5,515-88.8% | $3,993-84.5% | $13,392-95.4% |