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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 | $99,361 | $150,447-34.0% | $136,298-27.1% | $147,586-32.7% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 24.01% | 1049.15%-1025.1pp | 5156.27%-5132.3pp | 578.59%-554.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $18,068 | $6,631+172.5% | $6,247+189.2% | $5,439+232.2% |
| Admin fee / account holder | $24,189 | $10,906+121.8% | $9,244+161.7% | $10,886+122.2% |