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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 | $25,069 | $150,447-83.3% | $136,298-81.6% | $147,586-83.0% |
| Participation rate | 29.2% | 84.4%-55.3pp | 81.9%-52.8pp | 82.8%-53.7pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,241 | $5,256-76.4% | $4,696-73.6% | $4,876-74.6% |
| Participant deferral / active EE | $2,807 | $6,631-57.7% | $6,247-55.1% | $5,439-48.4% |
| Admin fee / account holder | $976 | $10,906-91.0% | $9,244-89.4% | $10,886-91.0% |