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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 | $86,149 | $90,617-4.9% | $79,476+8.4% | $135,382-36.4% |
| Participation rate | 66.7% | 76.1%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -8.58% | 977.57%-986.1pp | 718.21%-726.8pp | 519.77%-528.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,523 | $4,050+135.1% | $3,704+157.1% | $5,609+69.8% |
| Admin fee / account holder | $349 | $5,907-94.1% | $5,113-93.2% | $10,829-96.8% |