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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 | $71,070 | $49,177+44.5% | $79,467-10.6% | $64,173+10.7% |
| Participation rate | 51.0% | 65.0%-14.0pp | 73.3%-22.3pp | 69.6%-18.5pp |
| Annual return | -3.73% | -1.16%-2.6pp | 718.30%-722.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,491 | $2,821+59.2% | $3,704+21.2% | $3,470+29.4% |
| Admin fee / account holder | $10,674 | $3,839+178.0% | $5,104+109.1% | $4,887+118.4% |