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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 | $25,006 | $99,668-74.9% | $86,451-71.1% | $134,545-81.4% |
| Participation rate | 54.2% | 82.1%-27.9pp | 80.3%-26.2pp | 81.2%-27.1pp |
| Annual return | -16.07% | 6789.61%-6805.7pp | 4398.51%-4414.6pp | 418.37%-434.4pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,777 | $7,249-34.1% | $6,953-31.3% | $6,401-25.4% |
| Admin fee / account holder | $945 | $8,377-88.7% | $6,734-86.0% | $11,431-91.7% |