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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 | $47,400 | $39,798+19.1% | $67,704-30.0% | $59,633-20.5% |
| Participation rate | 47.7% | 57.4%-9.6pp | 67.5%-19.8pp | 68.7%-20.9pp |
| Annual return | -2.74% | 89.94%-92.7pp | 25.41%-28.1pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,795 | $2,335-23.1% | $3,585-49.9% | $3,192-43.8% |
| Admin fee / account holder | $20,114 | $3,212+526.3% | $4,255+372.7% | $4,297+368.1% |