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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 | $45,037 | $97,732-53.9% | $83,831-46.3% | $135,380-66.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -5.70% | 1287.56%-1293.3pp | 850.99%-856.7pp | 519.81%-525.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,205 | $4,683-52.9% | $4,082-46.0% | $5,609-60.7% |
| Admin fee / account holder | $763 | $6,675-88.6% | $5,479-86.1% | $10,828-93.0% |