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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 | $64,537 | $150,446-57.1% | $136,297-52.6% | $147,585-56.3% |
| Participation rate | 52.9% | 84.4%-31.5pp | 81.9%-29.0pp | 82.8%-29.9pp |
| Annual return | 14.79% | 1049.14%-1034.4pp | 5156.19%-5141.4pp | 578.58%-563.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,443 | $6,631-2.8% | $6,247+3.1% | $5,439+18.5% |
| Admin fee / account holder | $1,449 | $10,906-86.7% | $9,244-84.3% | $10,886-86.7% |