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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 | $71,606 | $99,647-28.1% | $86,439-17.2% | $134,509-46.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -19.21% | 6784.13%-6803.3pp | 4395.55%-4414.8pp | 418.13%-437.3pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,111 | $7,246-57.1% | $6,952-55.2% | $6,400-51.4% |
| Admin fee / account holder | $1,504 | $8,373-82.0% | $6,732-77.7% | $11,427-86.8% |