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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 | $36,649 | $84,685-56.7% | $73,836-50.4% | $125,389-70.8% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | 0.84% | 3123.80%-3123.0pp | 2268.06%-2267.2pp | 282.24%-281.4pp |
| Employer contribution / active EE | $2,686 | $3,123-14.0% | $2,787-3.7% | $4,866-44.8% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $41,625 | $5,694+631.0% | $4,882+752.7% | $9,541+336.3% |