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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 | $48,466 | $150,447-67.8% | $136,298-64.4% | $147,586-67.2% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 12.78% | 1049.15%-1036.4pp | 5156.27%-5143.5pp | 578.59%-565.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,246 | $6,631-20.9% | $6,247-16.0% | $5,439-3.5% |
| Admin fee / account holder | $5,989 | $10,906-45.1% | $9,244-35.2% | $10,886-45.0% |