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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 | $17,088 | $99,647-82.9% | $86,439-80.2% | $134,509-87.3% |
| Participation rate | 41.7% | 82.1%-40.4pp | 80.3%-38.7pp | 81.2%-39.6pp |
| Annual return | -12.22% | 6784.13%-6796.4pp | 4395.55%-4407.8pp | 418.13%-430.4pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,085 | $7,246-57.4% | $6,952-55.6% | $6,400-51.8% |
| Admin fee / account holder | $1,685 | $8,373-79.9% | $6,732-75.0% | $11,427-85.3% |