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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 | $28,467 | $150,447-81.1% | $136,298-79.1% | $147,586-80.7% |
| Participation rate | 18.2% | 84.4%-66.2pp | 81.9%-63.7pp | 82.8%-64.6pp |
| Annual return | 11.03% | 1049.15%-1038.1pp | 5156.27%-5145.2pp | 578.59%-567.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,801 | $6,631-57.8% | $6,247-55.2% | $5,439-48.5% |
| Admin fee / account holder | $2,458 | $10,906-77.5% | $9,244-73.4% | $10,886-77.4% |