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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 | $66,809 | $84,685-21.1% | $73,836-9.5% | $125,389-46.7% |
| Participation rate | 57.9% | 76.8%-18.9pp | 73.4%-15.5pp | 83.2%-25.3pp |
| Annual return | -0.84% | 3123.80%-3124.6pp | 2268.06%-2268.9pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,553 | $3,993-36.1% | $3,583-28.7% | $5,352-52.3% |
| Admin fee / account holder | $1,986 | $5,694-65.1% | $4,882-59.3% | $9,541-79.2% |