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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 | $74,698 | $84,685-11.8% | $73,836+1.2% | $125,389-40.4% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -2.05% | 3123.80%-3125.9pp | 2268.06%-2270.1pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,024 | $3,123-67.2% | $2,787-63.3% | $4,866-79.0% |
| Participant deferral / active EE | $3,025 | $3,993-24.2% | $3,583-15.6% | $5,352-43.5% |
| Admin fee / account holder | $681 | $5,694-88.0% | $4,882-86.1% | $9,541-92.9% |