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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 | $87,046 | $106,008-17.9% | $92,240-5.6% | $147,586-41.0% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,347 | $4,333-45.8% | $3,680-36.2% | $4,876-51.9% |
| Participant deferral / active EE | $5,058 | $4,478+12.9% | $3,897+29.8% | $5,439-7.0% |
| Admin fee / account holder | $1,020 | $6,333-83.9% | $5,194-80.4% | $10,886-90.6% |