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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 | $73,214 | $150,447-51.3% | $136,298-46.3% | $147,586-50.4% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 15.01% | 1049.15%-1034.1pp | 5156.27%-5141.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,155 | $6,631-22.3% | $6,247-17.5% | $5,439-5.2% |
| Admin fee / account holder | $4,892 | $10,906-55.1% | $9,244-47.1% | $10,886-55.1% |