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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 | $30,873 | $150,445-79.5% | $136,297-77.3% | $147,585-79.1% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 20.35% | 1049.14%-1028.8pp | 5156.16%-5135.8pp | 578.57%-558.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,956 | $6,631-25.3% | $6,247-20.7% | $5,439-8.9% |
| Admin fee / account holder | $1,976 | $10,906-81.9% | $9,244-78.6% | $10,885-81.8% |