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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 | $56,262 | $82,630-31.9% | $64,105-12.2% | $125,389-55.1% |
| Participation rate | 40.9% | 75.9%-34.9pp | 68.2%-27.3pp | 83.2%-42.3pp |
| Annual return | -1.94% | 1489.72%-1491.7pp | 791.24%-793.2pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,082 | $3,608-42.3% | $2,822-26.2% | $5,352-61.1% |
| Admin fee / account holder | $8,055 | $6,382+26.2% | $4,499+79.0% | $9,541-15.6% |