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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 | $20,272 | $39,798-49.1% | $67,704-70.1% | $59,633-66.0% |
| Participation rate | 26.3% | 57.4%-31.0pp | 67.5%-41.2pp | 68.7%-42.4pp |
| Annual return | -2.70% | 89.94%-92.6pp | 25.41%-28.1pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,112 | $2,335-52.4% | $3,585-69.0% | $3,192-65.1% |
| Admin fee / account holder | $2,261 | $3,212-29.6% | $4,255-46.9% | $4,297-47.4% |