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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 | $114,532 | $39,798+187.8% | $67,704+69.2% | $59,633+92.1% |
| Participation rate | 30.0% | 57.4%-27.4pp | 67.5%-37.5pp | 68.7%-38.7pp |
| Annual return | -2.47% | 89.94%-92.4pp | 25.41%-27.9pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,824 | $2,335+63.8% | $3,585+6.7% | $3,192+19.8% |
| Admin fee / account holder | $1,850 | $3,212-42.4% | $4,255-56.5% | $4,297-57.0% |