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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 | $27,041 | $150,446-82.0% | $136,297-80.2% | $147,585-81.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 16.74% | 1049.14%-1032.4pp | 5156.19%-5139.5pp | 578.58%-561.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,928 | $6,631-10.6% | $6,247-5.1% | $5,439+9.0% |
| Admin fee / account holder | $4,009 | $10,906-63.2% | $9,244-56.6% | $10,886-63.2% |