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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 | $60,606 | $150,446-59.7% | $136,297-55.5% | $147,585-58.9% |
| Participation rate | 34.8% | 84.4%-49.6pp | 81.9%-47.1pp | 82.8%-48.0pp |
| Annual return | 92.49% | 1049.14%-956.7pp | 5156.19%-5063.7pp | 578.58%-486.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,933 | $6,631-55.8% | $6,247-53.0% | $5,439-46.1% |
| Admin fee / account holder | $597 | $10,906-94.5% | $9,244-93.5% | $10,886-94.5% |