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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 | $25,184 | $150,446-83.3% | $136,297-81.5% | $147,585-82.9% |
| Participation rate | 42.1% | 84.4%-42.3pp | 81.9%-39.8pp | 82.8%-40.7pp |
| Annual return | 14.98% | 1049.14%-1034.2pp | 5156.19%-5141.2pp | 578.58%-563.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,412 | $6,631-48.5% | $6,247-45.4% | $5,439-37.3% |
| Admin fee / account holder | $1,443 | $10,906-86.8% | $9,244-84.4% | $10,886-86.7% |