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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 | $53,005 | $150,447-64.8% | $136,298-61.1% | $147,586-64.1% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 14.57% | 1049.15%-1034.6pp | 5156.27%-5141.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,889 | $6,631+64.2% | $6,247+74.3% | $5,439+100.2% |
| Admin fee / account holder | $823 | $10,906-92.5% | $9,244-91.1% | $10,886-92.4% |