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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 | $57,260 | $150,447-61.9% | $136,298-58.0% | $147,586-61.2% |
| Participation rate | 31.3% | 84.4%-53.2pp | 81.9%-50.7pp | 82.8%-51.6pp |
| Annual return | 15.23% | 1049.15%-1033.9pp | 5156.27%-5141.0pp | 578.59%-563.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,843 | $6,631-42.0% | $6,247-38.5% | $5,439-29.3% |
| Admin fee / account holder | $12,362 | $10,906+13.3% | $9,244+33.7% | $10,886+13.6% |