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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 | $203,713 | $134,817+51.1% | $123,973+64.3% | $155,188+31.3% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.7%-76.7pp | 80.8%-80.8pp |
| Annual return | 0.00% | 515.49%-515.5pp | 388.13%-388.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $3,243 | $4,425-26.7% | $4,126-21.4% | $4,248-23.7% |
| Participant deferral / active EE | $11,861 | $5,706+107.9% | $5,247+126.1% | $6,531+81.6% |
| Admin fee / account holder | $2,445 | $13,245-81.5% | $11,799-79.3% | $14,480-83.1% |