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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 | $66,762 | $150,447-55.6% | $136,298-51.0% | $147,586-54.8% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 18.44% | 1049.15%-1030.7pp | 5156.27%-5137.8pp | 578.59%-560.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,148 | $6,631-67.6% | $6,247-65.6% | $5,439-60.5% |
| Admin fee / account holder | $10,430 | $10,906-4.4% | $9,244+12.8% | $10,886-4.2% |