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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 | $133,978 | $150,442-10.9% | $136,295-1.7% | $147,585-9.2% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 19.56% | 1049.09%-1029.5pp | 5155.97%-5136.4pp | 578.56%-559.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,491 | $6,630-62.4% | $6,247-60.1% | $5,439-54.2% |
| Admin fee / account holder | $5,812 | $10,905-46.7% | $9,243-37.1% | $10,885-46.6% |