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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 | $25,492 | $150,442-83.1% | $136,295-81.3% | $147,585-82.7% |
| Participation rate | 41.7% | 84.4%-42.8pp | 81.9%-40.3pp | 82.8%-41.2pp |
| Annual return | 68.24% | 1049.09%-980.9pp | 5155.97%-5087.7pp | 578.56%-510.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,150 | $6,630-52.5% | $6,247-49.6% | $5,439-42.1% |
| Admin fee / account holder | $325 | $10,905-97.0% | $9,243-96.5% | $10,885-97.0% |