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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 | $86,640 | $197,819-56.2% | $155,789-44.4% | $125,389-30.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | -3.34% | 86.73%-90.1pp | 71.54%-74.9pp | 282.24%-285.6pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,233 | $5,631+46.2% | $4,798+71.6% | $5,352+53.8% |
| Admin fee / account holder | $706 | $9,544-92.6% | $7,477-90.6% | $9,541-92.6% |