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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 | $47,360 | $99,644-52.5% | $86,438-45.2% | $134,532-64.8% |
| Participation rate | 60.0% | 82.1%-22.1pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -17.22% | 6787.26%-6804.5pp | 4397.19%-4414.4pp | 418.27%-435.5pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,318 | $7,247+28.6% | $6,952+34.0% | $6,401+45.6% |
| Admin fee / account holder | $1,211 | $8,375-85.5% | $6,733-82.0% | $11,429-89.4% |