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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 | $57,579 | $84,685-32.0% | $73,836-22.0% | $125,389-54.1% |
| Participation rate | 61.9% | 76.8%-14.9pp | 73.4%-11.5pp | 83.2%-21.3pp |
| Annual return | -1.23% | 3123.80%-3125.0pp | 2268.06%-2269.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,096 | $3,993+102.8% | $3,583+125.9% | $5,352+51.3% |
| Admin fee / account holder | $7,900 | $5,694+38.7% | $4,882+61.8% | $9,541-17.2% |