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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 | $96,035 | $150,447-36.2% | $136,298-29.5% | $147,586-34.9% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 26.21% | 1049.15%-1022.9pp | 5156.27%-5130.1pp | 578.59%-552.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,448 | $6,631-63.1% | $6,247-60.8% | $5,439-55.0% |
| Admin fee / account holder | $1,033 | $10,906-90.5% | $9,244-88.8% | $10,886-90.5% |