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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 | $102,616 | $92,743+10.6% | $82,744+24.0% | $134,532-23.7% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -12.12% | 946.63%-958.8pp | 702.22%-714.3pp | 418.27%-430.4pp |
| Employer contribution / active EE | $1,165 | $3,273-64.4% | $3,008-61.3% | $4,741-75.4% |
| Participant deferral / active EE | $8,824 | $4,802+83.8% | $4,395+100.8% | $6,401+37.9% |
| Admin fee / account holder | $997 | $5,977-83.3% | $5,325-81.3% | $11,429-91.3% |