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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 | $104,251 | $150,447-30.7% | $136,298-23.5% | $147,586-29.4% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 11.38% | 1049.15%-1037.8pp | 5156.27%-5144.9pp | 578.59%-567.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,210 | $6,631-51.6% | $6,247-48.6% | $5,439-41.0% |
| Admin fee / account holder | $8,456 | $10,906-22.5% | $9,244-8.5% | $10,886-22.3% |