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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 | $61,318 | $150,447-59.2% | $136,298-55.0% | $147,586-58.5% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | 17.61% | 1049.15%-1031.5pp | 5156.27%-5138.7pp | 578.59%-561.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,360 | $6,631-34.2% | $6,247-30.2% | $5,439-19.8% |
| Admin fee / account holder | $1,776 | $10,906-83.7% | $9,244-80.8% | $10,886-83.7% |