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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 | $55,644 | $82,630-32.7% | $64,105-13.2% | $125,389-55.6% |
| Participation rate | 61.9% | 75.9%-13.9pp | 68.2%-6.3pp | 83.2%-21.3pp |
| Annual return | -1.78% | 1489.72%-1491.5pp | 791.24%-793.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,614 | $3,608-55.3% | $2,822-42.8% | $5,352-69.8% |
| Admin fee / account holder | $335 | $6,382-94.8% | $4,499-92.6% | $9,541-96.5% |