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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 | $25,932 | $138,075-81.2% | $123,552-79.0% | $135,379-80.8% |
| Participation rate | 26.1% | 84.7%-58.6pp | 82.3%-56.2pp | 82.6%-56.6pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,892 | $6,800-57.5% | $6,426-55.0% | $5,609-48.4% |
| Admin fee / account holder | $53,194 | $10,917+387.3% | $9,285+472.9% | $10,828+391.3% |