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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 | $55,953 | $150,447-62.8% | $136,298-58.9% | $147,586-62.1% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 18.69% | 1049.15%-1030.5pp | 5156.27%-5137.6pp | 578.59%-559.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,699 | $6,631-14.1% | $6,247-8.8% | $5,439+4.8% |
| Admin fee / account holder | $667 | $10,906-93.9% | $9,244-92.8% | $10,886-93.9% |