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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 | $37,796 | $84,685-55.4% | $73,836-48.8% | $125,389-69.9% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.4%-48.4pp | 83.2%-58.2pp |
| Annual return | -1.83% | 3123.80%-3125.6pp | 2268.06%-2269.9pp | 282.24%-284.1pp |
| Employer contribution / active EE | $4,145 | $3,123+32.7% | $2,787+48.7% | $4,866-14.8% |
| Participant deferral / active EE | $9,358 | $3,993+134.4% | $3,583+161.2% | $5,352+74.9% |
| Admin fee / account holder | $1,783 | $5,694-68.7% | $4,882-63.5% | $9,541-81.3% |