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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 | $60,606 | $180,462-66.4% | $154,111-60.7% | $135,379-55.2% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -4.36% | 888.17%-892.5pp | 735.18%-739.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $2,435 | $6,036-59.6% | $5,298-54.0% | $4,779-49.0% |
| Participant deferral / active EE | $5,973 | $5,806+2.9% | $5,081+17.6% | $5,609+6.5% |
| Admin fee / account holder | $788 | $16,145-95.1% | $13,411-94.1% | $10,828-92.7% |