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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 | $93,351 | $150,442-37.9% | $136,295-31.5% | $147,585-36.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 15.72% | 1049.09%-1033.4pp | 5155.97%-5140.3pp | 578.56%-562.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,962 | $6,630-55.3% | $6,247-52.6% | $5,439-45.5% |
| Admin fee / account holder | $4,400 | $10,905-59.7% | $9,243-52.4% | $10,885-59.6% |