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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 | $52,303 | $109,905-52.4% | $98,506-46.9% | $167,553-68.8% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 0.00% | 1960.20%-1960.2pp | 1494.92%-1494.9pp | 478.89%-478.9pp |
| Employer contribution / active EE | $10,402 | $3,226+222.5% | $2,961+251.3% | $4,840+114.9% |
| Participant deferral / active EE | $2,192 | $4,674-53.1% | $4,277-48.7% | $6,343-65.4% |
| Admin fee / account holder | $6,940 | $6,760+2.7% | $5,955+16.6% | $12,316-43.6% |