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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 | $108,962 | $138,075-21.1% | $123,552-11.8% | $135,379-19.5% |
| Participation rate | 47.8% | 84.7%-36.9pp | 82.3%-34.5pp | 82.6%-34.8pp |
| Annual return | -5.16% | 153.70%-158.9pp | 119.20%-124.4pp | 519.79%-524.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,687 | $6,800-1.7% | $6,426+4.1% | $5,609+19.2% |
| Admin fee / account holder | $843 | $10,917-92.3% | $9,285-90.9% | $10,828-92.2% |