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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 | $27,393 | $150,447-81.8% | $136,298-79.9% | $147,586-81.4% |
| Participation rate | 57.9% | 84.4%-26.5pp | 81.9%-24.0pp | 82.8%-24.9pp |
| Annual return | 20.27% | 1049.15%-1028.9pp | 5156.27%-5136.0pp | 578.59%-558.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,908 | $6,631+49.4% | $6,247+58.6% | $5,439+82.2% |
| Admin fee / account holder | $9,184 | $10,906-15.8% | $9,244-0.7% | $10,886-15.6% |