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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 | $92,248 | $106,551-13.4% | $91,225+1.1% | $134,532-31.4% |
| Participation rate | 58.3% | 76.8%-18.5pp | 73.2%-14.9pp | 81.2%-22.9pp |
| Annual return | -18.27% | 160.78%-179.0pp | 114.12%-132.4pp | 418.27%-436.5pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,424 | $4,718-48.6% | $4,233-42.7% | $6,401-62.1% |
| Admin fee / account holder | $11,393 | $6,234+82.7% | $5,422+110.1% | $11,429-0.3% |