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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 | $59,022 | $97,729-39.6% | $83,830-29.6% | $135,379-56.4% |
| Participation rate | 61.5% | 80.0%-18.4pp | 76.1%-14.6pp | 82.6%-21.1pp |
| Annual return | -7.07% | 1287.52%-1294.6pp | 850.97%-858.0pp | 519.79%-526.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,588 | $4,683-23.4% | $4,082-12.1% | $5,609-36.0% |
| Admin fee / account holder | $1,456 | $6,674-78.2% | $5,479-73.4% | $10,828-86.5% |