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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 | $51,560 | $150,447-65.7% | $136,298-62.2% | $147,586-65.1% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 13.73% | 1049.15%-1035.4pp | 5156.27%-5142.5pp | 578.59%-564.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,808 | $6,631+32.8% | $6,247+41.0% | $5,439+61.9% |
| Admin fee / account holder | $5,041 | $10,906-53.8% | $9,244-45.5% | $10,886-53.7% |