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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 | $51,638 | $97,732-47.2% | $83,831-38.4% | $135,380-61.9% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -9.38% | 1287.56%-1296.9pp | 850.99%-860.4pp | 519.81%-529.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,615 | $4,683+19.9% | $4,082+37.5% | $5,609+0.1% |
| Admin fee / account holder | $1,304 | $6,675-80.5% | $5,479-76.2% | $10,828-88.0% |