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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 | $103,483 | $150,445-31.2% | $136,297-24.1% | $147,585-29.9% |
| Participation rate | 40.9% | 84.4%-43.5pp | 81.9%-41.0pp | 82.8%-41.9pp |
| Annual return | 13.26% | 1049.14%-1035.9pp | 5156.16%-5142.9pp | 578.57%-565.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,838 | $6,631-42.1% | $6,247-38.6% | $5,439-29.4% |
| Admin fee / account holder | $669 | $10,906-93.9% | $9,244-92.8% | $10,885-93.9% |