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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 | $81,825 | $90,607-9.7% | $79,467+3.0% | $135,380-39.6% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -7.85% | 977.74%-985.6pp | 718.30%-726.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,931 | $4,050+71.1% | $3,704+87.1% | $5,609+23.6% |
| Admin fee / account holder | $2,655 | $5,895-55.0% | $5,104-48.0% | $10,828-75.5% |