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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 | $37,976 | $150,447-74.8% | $136,298-72.1% | $147,586-74.3% |
| Participation rate | 40.9% | 84.4%-43.5pp | 81.9%-41.0pp | 82.8%-41.9pp |
| Annual return | 17.92% | 1049.15%-1031.2pp | 5156.27%-5138.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,046 | $6,631-39.0% | $6,247-35.2% | $5,439-25.6% |
| Admin fee / account holder | $3,303 | $10,906-69.7% | $9,244-64.3% | $10,886-69.7% |