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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 | $143,373 | $97,732+46.7% | $83,831+71.0% | $135,380+5.9% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -8.83% | 1287.56%-1296.4pp | 850.99%-859.8pp | 519.81%-528.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,193 | $4,683+10.9% | $4,082+27.2% | $5,609-7.4% |
| Admin fee / account holder | $1,901 | $6,675-71.5% | $5,479-65.3% | $10,828-82.4% |