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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 | $39,335 | $150,447-73.9% | $136,298-71.1% | $147,586-73.3% |
| Participation rate | 53.3% | 84.4%-31.1pp | 81.9%-28.6pp | 82.8%-29.5pp |
| Annual return | 13.76% | 1049.15%-1035.4pp | 5156.27%-5142.5pp | 578.59%-564.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,560 | $6,631-61.4% | $6,247-59.0% | $5,439-52.9% |
| Admin fee / account holder | $3,273 | $10,906-70.0% | $9,244-64.6% | $10,886-69.9% |