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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 | $177,528 | $197,819-10.3% | $155,789+14.0% | $125,393+41.6% |
| Participation rate | 33.3% | 82.1%-48.8pp | 76.1%-42.8pp | 83.2%-49.9pp |
| Annual return | -3.25% | 86.73%-90.0pp | 71.54%-74.8pp | 282.23%-285.5pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,000 | $5,631+42.1% | $4,798+66.7% | $5,351+49.5% |
| Admin fee / account holder | $2,146 | $9,544-77.5% | $7,477-71.3% | $9,541-77.5% |