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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 | $53,731 | $92,684-42.0% | $82,706-35.0% | $134,509-60.1% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -16.60% | 945.84%-962.4pp | 701.76%-718.4pp | 418.13%-434.7pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,112 | $4,800+69.0% | $4,394+84.6% | $6,400+26.7% |
| Admin fee / account holder | $454 | $5,982-92.4% | $5,329-91.5% | $11,427-96.0% |